Kingswood Wealth Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
3,126
-285
| -8% | -$21.2K | 0.02% | 652 |
|
|
2025
Q1 | $218K | Sell |
3,411
-1,555
| -31% | -$99.2K | 0.02% | 658 |
|
|
2024
Q4 | $287K | Buy |
+4,966
| New | +$287K | 0.02% | 625 |
|
|
2024
Q3 | – | Sell |
-3,925
| Closed | -$213K | – | 724 |
|
|
2024
Q2 | $213K | Buy |
+3,925
| New | +$213K | 0.02% | 616 |
|
|
2024
Q1 | – | Sell |
-4,321
| Closed | -$281K | – | 671 |
|
|
2023
Q4 | $281K | Buy |
+4,321
| New | +$281K | 0.03% | 497 |
|