Leo Wealth LLC’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,960
| Closed | -$1.4M | – | 370 |
|
|
2024
Q3 | $1.4M | Buy |
20,960
+3,559
| +20% | +$237K | 0.13% | 125 |
|
|
2024
Q2 | $945K | Sell |
17,401
-132
| -0.8% | -$7.17K | 0.1% | 153 |
|
|
2024
Q1 | $1.14M | Sell |
17,533
-4,480
| -20% | -$292K | 0.12% | 138 |
|
|
2023
Q4 | $1.43M | Buy |
+22,013
| New | +$1.43M | 0.15% | 112 |
|