Mayflower Financial 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 | $284K | Buy |
3,810
+54
| +1% | +$4.02K | 0.04% | 323 |
|
|
2025
Q1 | $239K | Buy |
3,756
+144
| +4% | +$9.18K | 0.04% | 346 |
|
|
2024
Q4 | $209K | Sell |
3,612
-73
| -2% | -$4.21K | 0.03% | 367 |
|
|
2024
Q3 | $245K | Buy |
+3,685
| New | +$245K | 0.04% | 325 |
|
|
2024
Q2 | – | Sell |
-3,851
| Closed | -$251K | – | 363 |
|
|
2024
Q1 | $251K | Buy |
3,851
+167
| +5% | +$10.9K | 0.04% | 303 |
|
|
2023
Q4 | $239K | Sell |
3,684
-277
| -7% | -$18K | 0.03% | 300 |
|
|
2023
Q3 | $230K | Sell |
3,961
-186
| -4% | -$10.8K | 0.03% | 294 |
|
|
2023
Q2 | $267K | Sell |
4,147
-299
| -7% | -$19.2K | 0.03% | 290 |
|
|
2023
Q1 | $289K | Buy |
4,446
+122
| +3% | +$7.93K | 0.04% | 274 |
|
|
2022
Q4 | $249K | Sell |
4,324
-40
| -0.9% | -$2.31K | 0.03% | 291 |
|
|
2022
Q3 | $211K | Buy |
4,364
+50
| +1% | +$2.42K | 0.03% | 297 |
|
|
2022
Q2 | $262K | Sell |
4,314
-117
| -3% | -$7.11K | 0.04% | 273 |
|
|
2022
Q1 | $311K | Buy |
4,431
+302
| +7% | +$21.2K | 0.04% | 260 |
|
|
2021
Q4 | $273K | Sell |
4,129
-71
| -2% | -$4.69K | 0.04% | 281 |
|
|
2021
Q3 | $235K | Buy |
4,200
+477
| +13% | +$26.7K | 0.03% | 296 |
|
|
2021
Q2 | $214K | Buy |
+3,723
| New | +$214K | 0.03% | 291 |
|