KCS Wealth Advisory’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,530
| Closed | -$778K | – | 157 |
|
|
2019
Q1 | $778K | Buy |
15,530
+660
| +4% | +$33.1K | 0.68% | 69 |
|
|
2018
Q4 | $640K | Buy |
14,870
+777
| +6% | +$33.4K | 0.67% | 68 |
|
|
2018
Q3 | $656K | Buy |
14,093
+1,545
| +12% | +$71.9K | 0.61% | 75 |
|
|
2018
Q2 | $629K | Buy |
12,548
+1,274
| +11% | +$63.9K | 0.59% | 74 |
|
|
2018
Q1 | $571K | Buy |
11,274
+4,428
| +65% | +$224K | 0.52% | 80 |
|
|
2017
Q4 | $361K | Buy |
+6,846
| New | +$361K | 0.35% | 110 |
|