Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-460
| Closed | -$31.5K | – | 618 |
|
|
2023
Q1 | $31.5K | Hold |
460
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $26.5K | Sell |
460
-8
| -2% | -$462 | 0.01% | 300 |
|
|
2022
Q3 | $23K | Hold |
468
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $28K | Sell |
468
-14
| -3% | -$838 | 0.01% | 310 |
|
|
2022
Q1 | $34K | Hold |
482
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $32K | Sell |
482
-8
| -2% | -$531 | 0.01% | 272 |
|
|
2021
Q3 | $26K | Buy |
+490
| New | +$26K | 0.01% | 263 |
|