Prestige Wealth Management Group’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31
| Closed | -$1.81K | – | 1123 |
|
|
2022
Q4 | $1.81K | Buy |
+31
| New | +$1.81K | ﹤0.01% | 851 |
|
|
2022
Q1 | – | Sell |
-99
| Closed | -$7K | – | 1023 |
|
|
2021
Q4 | $7K | Sell |
99
-105
| -51% | -$7.42K | ﹤0.01% | 560 |
|
|
2021
Q3 | $11K | Hold |
204
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $12K | Hold |
204
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $11K | Hold |
204
| – | – | ﹤0.01% | 465 |
|
|
2020
Q4 | $11K | Hold |
204
| – | – | ﹤0.01% | 446 |
|
|
2020
Q3 | $11K | Hold |
204
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $11K | Sell |
204
-31
| -13% | -$1.67K | ﹤0.01% | 412 |
|
|
2020
Q1 | $13K | Hold |
235
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $13K | Hold |
235
| – | – | 0.01% | 326 |
|
|
2019
Q3 | $11K | Buy |
235
+31
| +15% | +$1.45K | 0.01% | 331 |
|
|
2019
Q2 | $10K | Hold |
204
| – | – | 0.01% | 328 |
|
|
2019
Q1 | $10K | Sell |
204
-14
| -6% | -$686 | 0.01% | 334 |
|
|
2018
Q4 | $9K | Buy |
+218
| New | +$9K | 0.01% | 454 |
|