OWA
Outlook Wealth Advisors’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,520
| Closed | -$205K | – | 175 |
|
|
2020
Q1 | $205K | Sell |
3,520
-914
| -21% | -$53.2K | 0.12% | 145 |
|
|
2019
Q4 | $278K | Sell |
4,434
-3,832
| -46% | -$240K | 0.16% | 124 |
|
|
2019
Q3 | $447K | Sell |
8,266
-773
| -9% | -$41.8K | 0.27% | 82 |
|
|
2019
Q2 | $481K | Buy |
9,039
+418
| +5% | +$22.2K | 0.32% | 78 |
|
|
2019
Q1 | $481K | Buy |
8,621
+6,918
| +406% | +$386K | 0.4% | 69 |
|
|
2018
Q4 | $817K | Buy |
+1,703
| New | +$817K | 0.37% | 71 |
|