Liberty Wealth Management’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,114
| Closed | -$119K | – | 770 |
|
|
2021
Q3 | $119K | Buy |
2,114
+1,093
| +107% | +$61.5K | 0.04% | 255 |
|
|
2021
Q2 | $59K | Buy |
1,021
+1
| +0.1% | +$58 | 0.02% | 289 |
|
|
2021
Q1 | $54K | Hold |
1,020
| – | – | 0.03% | 269 |
|
|
2020
Q4 | $54K | Buy |
1,020
+494
| +94% | +$26.2K | 0.03% | 266 |
|
|
2020
Q3 | $27K | Sell |
526
-137
| -21% | -$7.03K | 0.02% | 351 |
|
|
2020
Q2 | $36K | Sell |
663
-14
| -2% | -$760 | 0.03% | 272 |
|
|
2020
Q1 | $35K | Sell |
677
-131
| -16% | -$6.77K | 0.03% | 256 |
|
|
2019
Q4 | $45K | Hold |
808
| – | – | 0.04% | 265 |
|
|
2019
Q3 | $39K | Sell |
808
-2,686
| -77% | -$130K | 0.04% | 273 |
|
|
2019
Q2 | $167K | Buy |
3,494
+2,714
| +348% | +$130K | 0.15% | 118 |
|
|
2019
Q1 | $39K | Hold |
780
| – | – | 0.03% | 233 |
|
|
2018
Q4 | $33K | Buy |
+780
| New | +$33K | 0.02% | 245 |
|