Rise Advisors’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
$89 Hold
1
﹤0.01% 1504
2025
Q1
$79 Sell
1
-332
-100% -$26.2K ﹤0.01% 1464
2024
Q4
$19.2K Sell
333
-6
-2% -$347 0.01% 687
2024
Q3
$22.6K Buy
339
+19
+6% +$1.27K 0.01% 611
2024
Q2
$17.4K Hold
320
0.01% 719
2024
Q1
$20.9K Buy
+320
New +$20.9K 0.01% 620
2023
Q2
Sell
-207
Closed -$13.5K 758
2023
Q1
$13.5K Sell
207
-48
-19% -$3.13K 0.01% 313
2022
Q4
$14.7K Sell
255
-5
-2% -$289 0.01% 288
2022
Q3
$13K Buy
260
+8
+3% +$400 0.01% 299
2022
Q2
$15K Sell
252
-8
-3% -$476 0.02% 273
2022
Q1
$18K Buy
260
+5
+2% +$346 0.02% 256
2021
Q4
$16.8K Buy
+255
New +$16.8K 0.02% 263