Plante Moran Financial Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-191
| Closed | -$12.4K | – | 917 |
|
|
2023
Q4 | $12.4K | Buy |
+191
| New | +$12.4K | ﹤0.01% | 525 |
|
|
2019
Q4 | – | Sell |
-10
| Closed | – | – | 843 |
|
|
2019
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 892 |
|
|
2017
Q1 | – | Sell |
-29
| Closed | -$2K | – | 973 |
|
|
2016
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 857 |
|
|
2016
Q2 | – | Sell |
-25
| Closed | -$2K | – | 923 |
|
|
2016
Q1 | $2K | Sell |
25
-362
| -94% | -$29K | ﹤0.01% | 734 |
|
|
2015
Q4 | $26K | Buy |
+387
| New | +$26K | 0.02% | 407 |
|
|
2015
Q1 | – | Sell |
-59
| Closed | -$4K | – | 773 |
|
|
2014
Q4 | $4K | Buy |
59
+32
| +119% | +$2.17K | ﹤0.01% | 691 |
|
|
2014
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 744 |
|
|
2014
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 770 |
|