Obermeyer Wealth Partners’s National Grid NGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,231	Closed	-$284K	–	270
2024 Q2	$284K	Hold	5,231	–	–	0.02%	199
2024 Q1	$341K	Buy	+5,231	New	+$341K	0.02%	180