Marcum Wealth’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $209K | Buy |
+3,272
| New | +$209K | 0.02% | 360 |
|
|
2024
Q4 | – | Sell |
-3,134
| Closed | -$209K | – | 425 |
|
|
2024
Q3 | $209K | Buy |
+3,134
| New | +$209K | 0.02% | 360 |
|
|
2023
Q3 | – | Sell |
-3,198
| Closed | -$206K | – | 387 |
|
|
2023
Q2 | $206K | Buy |
+3,198
| New | +$206K | 0.02% | 331 |
|
|
2022
Q2 | – | Sell |
-2,901
| Closed | -$203K | – | 407 |
|
|
2022
Q1 | $203K | Sell |
2,901
-143
| -5% | -$10K | 0.03% | 319 |
|
|
2021
Q4 | $201K | Buy |
+3,044
| New | +$201K | 0.03% | 323 |
|