Mount Yale Investment Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $564K | Buy |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $82K | Buy |
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|
2018
Q2 | $55K | Buy |
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|
2018
Q1 | $42K | Buy |
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