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 |
|