LVW 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 | $287K | Sell |
3,858
-412
| -10% | -$30.7K | 0.03% | 267 |
|
|
2025
Q1 | $272K | Buy |
+4,270
| New | +$272K | 0.03% | 252 |
|
|
2024
Q4 | – | Sell |
-4,496
| Closed | -$299K | – | 322 |
|
|
2024
Q3 | $299K | Sell |
4,496
-553
| -11% | -$36.8K | 0.04% | 240 |
|
|
2024
Q2 | $274K | Buy |
5,049
+104
| +2% | +$5.65K | 0.04% | 240 |
|
|
2024
Q1 | $322K | Buy |
+4,945
| New | +$322K | 0.05% | 217 |
|