NewEdge 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
$580K Sell
8,044
-1,165
-13% -$84K 0.01% 668
2025
Q1
$587K Buy
9,209
+1,162
+14% +$74.1K 0.01% 603
2024
Q4
$465K Sell
8,047
-2,118
-21% -$122K 0.01% 656
2024
Q3
$677K Buy
10,165
+713
+8% +$47.5K 0.01% 550
2024
Q2
$513K Sell
9,452
-396
-4% -$21.5K 0.01% 544
2024
Q1
$636K Buy
+9,848
New +$636K 0.01% 508
2022
Q3
Sell
-17,897
Closed -$1.09M 580
2022
Q2
$1.09M Buy
+17,897
New +$1.09M 0.05% 277