Mount Yale Investment 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 | $163K | Buy |
+2,184
| New | +$163K | 0.01% | 575 |
|
|
2024
Q1 | – | Sell |
-8,672
| Closed | -$564K | – | 549 |
|
|
2023
Q4 | $564K | Buy |
8,672
+637
| +8% | +$41.4K | 0.05% | 299 |
|
|
2023
Q3 | $466K | Buy |
8,035
+417
| +5% | +$24.2K | 0.05% | 314 |
|
|
2023
Q2 | $490K | Buy |
7,618
+585
| +8% | +$37.7K | 0.05% | 311 |
|
|
2023
Q1 | $457K | Buy |
7,033
+2,582
| +58% | +$168K | 0.05% | 310 |
|
|
2022
Q4 | $257K | Sell |
4,451
-1,995
| -31% | -$115K | 0.03% | 383 |
|
|
2022
Q3 | $312K | Buy |
6,446
+742
| +13% | +$35.9K | 0.04% | 332 |
|
|
2022
Q2 | $347K | Buy |
+5,704
| New | +$347K | 0.04% | 325 |
|
|
2018
Q4 | – | Sell |
-1,642
| Closed | -$82K | – | 606 |
|
|
2018
Q3 | $82K | Buy |
1,642
+550
| +50% | +$27.5K | 0.01% | 503 |
|
|
2018
Q2 | $55K | Buy |
1,092
+260
| +31% | +$13.1K | 0.01% | 603 |
|
|
2018
Q1 | $42K | Buy |
+832
| New | +$42K | 0.01% | 641 |
|