MinichMacGregor Wealth Management’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-84
| Closed | -$3K | – | 352 |
|
|
2018
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 427 |
|
|
2018
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $4K | Sell |
84
-613
| -88% | -$29.2K | ﹤0.01% | 391 |
|
|
2017
Q4 | $36K | Hold |
697
| – | – | 0.03% | 137 |
|
|
2017
Q3 | $39K | Hold |
697
| – | – | 0.03% | 123 |
|
|
2017
Q2 | $39K | Buy |
+697
| New | +$39K | 0.03% | 114 |
|
|
2016
Q4 | – | Sell |
-697
| Closed | -$48K | – | 493 |
|
|
2016
Q3 | $48K | Buy |
+697
| New | +$48K | 0.05% | 117 |
|