JNBA Financial Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-64
| Closed | -$4.11K | – | 757 |
|
|
2023
Q2 | $4.11K | Buy |
+64
| New | +$4.11K | ﹤0.01% | 558 |
|
|
2019
Q1 | – | Sell |
-114
| Closed | -$5K | – | 558 |
|
|
2018
Q4 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 433 |
|
|
2016
Q4 | – | Sell |
-3,464
| Closed | -$241K | – | 1027 |
|
|
2016
Q3 | $241K | Buy |
+3,464
| New | +$241K | 0.04% | 194 |
|