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 |
|