LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-403
| Closed | -$31K | – | 667 |
|
|
2022
Q1 | $31K | Buy |
+403
| New | +$31K | ﹤0.01% | 483 |
|
|
2017
Q3 | – | Sell |
-66
| Closed | -$4K | – | 869 |
|
|
2017
Q2 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 598 |
|
|
2014
Q2 | – | Sell |
-47
| Closed | -$3K | – | 630 |
|
|
2014
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 600 |
|
|
2013
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 574 |
|