Naviter Wealth’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 | $1.71M | Buy |
22,373
+670
| +3% | +$51.2K | 0.21% | 124 |
|
|
2025
Q1 | $1.38M | Buy |
21,703
+657
| +3% | +$41.9K | 0.17% | 147 |
|
|
2024
Q4 | $1.24M | Sell |
21,046
-644
| -3% | -$37.8K | 0.15% | 157 |
|
|
2024
Q3 | $1.44M | Buy |
21,690
+3,283
| +18% | +$219K | 0.2% | 137 |
|
|
2024
Q2 | $1.09M | Buy |
18,407
+1,328
| +8% | +$78.7K | 0.16% | 148 |
|
|
2024
Q1 | $1.11M | Buy |
17,079
+1,232
| +8% | +$80.3K | 0.18% | 148 |
|
|
2023
Q4 | $1.04M | Buy |
15,847
+3,632
| +30% | +$239K | 0.21% | 126 |
|
|
2023
Q3 | $708K | Buy |
12,215
+1,192
| +11% | +$69.1K | 0.17% | 144 |
|
|
2023
Q2 | $733K | Buy |
11,023
+1,132
| +11% | +$75.2K | 0.19% | 137 |
|
|
2023
Q1 | $643K | Buy |
9,891
+599
| +6% | +$38.9K | 0.22% | 125 |
|
|
2022
Q4 | $569K | Buy |
9,292
+845
| +10% | +$51.7K | 0.16% | 141 |
|
|
2022
Q3 | $409K | Buy |
8,447
+652
| +8% | +$31.6K | 0.17% | 142 |
|
|
2022
Q2 | $489K | Buy |
+7,795
| New | +$489K | 0.2% | 125 |
|