Perigon Wealth Management’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-68
Closed -$4K 675
2016
Q4
$4K Sell
68
-172
-72% -$10.1K ﹤0.01% 662
2016
Q3
$17K Hold
240
﹤0.01% 421
2016
Q2
$17K Hold
240
﹤0.01% 352
2016
Q1
$17K Buy
+240
New +$17K 0.01% 231