Schechter Investment 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 Q1	–	Sell	-4,162	Closed	-$240K	–	672
2024 Q4	$240K	Sell	4,162 -197	-5%	-$11.4K	0.02%	533
2024 Q3	$290K	Buy	4,359 +638	+17%	+$42.5K	0.02%	502
2024 Q2	$202K	Sell	3,721 -340	-8%	-$18.5K	0.02%	565
2024 Q1	$265K	Buy	+4,061	New	+$265K	0.02%	519