King Wealth Management Group’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,277
| Closed | -$223K | – | 110 |
|
|
2015
Q3 | $223K | Buy |
3,277
+7
| +0.2% | +$476 | 0.14% | 98 |
|
|
2015
Q2 | $207K | Sell |
3,270
-54
| -2% | -$3.42K | 0.11% | 107 |
|
|
2015
Q1 | $210K | Sell |
3,324
-2,511
| -43% | -$159K | 0.12% | 100 |
|
|
2014
Q4 | $413K | Buy |
5,835
+2,511
| +76% | +$178K | 0.22% | 67 |
|
|
2014
Q3 | $233K | Hold |
3,324
| – | – | 0.15% | 97 |
|
|
2014
Q2 | $239K | Hold |
3,324
| – | – | 0.15% | 97 |
|
|
2014
Q1 | $224K | Buy |
+3,324
| New | +$224K | 0.15% | 92 |
|