PDS Planning’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
$273K Buy
3,673
+275
+8% +$20.5K 0.02% 382
2025
Q1
$217K Buy
+3,398
New +$217K 0.02% 412
2024
Q4
Sell
-3,215
Closed -$214K 463
2024
Q3
$214K Buy
+3,215
New +$214K 0.02% 394
2024
Q2
Sell
-3,215
Closed -$210K 409
2024
Q1
$210K Buy
+3,215
New +$210K 0.02% 351