LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$24 | – | 760 |
|
|
2024
Q2 | – | Hold |
0
| – | -$30 | – | 773 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 786 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$2.55K | – | 944 |
|
|
2023
Q3 | $2.55K | Sell |
44
-13,085
| -100% | -$757K | ﹤0.01% | 764 |
|
|
2023
Q2 | $845K | Buy |
13,129
+7,782
| +146% | +$501K | 0.9% | 38 |
|
|
2023
Q1 | $347K | Buy |
+5,347
| New | +$347K | 0.65% | 42 |
|