Phillips Wealth Planners’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 | $276K | Sell |
3,908
-53
| -1% | -$3.74K | 0.25% | 151 |
|
|
2025
Q1 | $262K | Buy |
+3,961
| New | +$262K | 0.28% | 131 |
|
|
2024
Q4 | – | Sell |
-3,716
| Closed | -$242K | – | 189 |
|
|
2024
Q3 | $242K | Sell |
3,716
-69
| -2% | -$4.49K | 0.23% | 159 |
|
|
2024
Q2 | $222K | Buy |
3,785
+60
| +2% | +$3.52K | 0.23% | 160 |
|
|
2024
Q1 | $226K | Buy |
3,725
+98
| +3% | +$5.95K | 0.26% | 152 |
|
|
2023
Q4 | $229K | Buy |
+3,627
| New | +$229K | 0.28% | 134 |
|
|
2023
Q3 | – | Sell |
-3,209
| Closed | -$207K | – | 156 |
|
|
2023
Q2 | $207K | Buy |
+3,209
| New | +$207K | 0.27% | 139 |
|