SDAM
Shulman DeMeo Asset Management’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,772
| Closed | -$459K | – | 144 |
|
|
2020
Q4 | $459K | Sell |
7,772
-136
| -2% | -$8.03K | 0.13% | 76 |
|
|
2020
Q3 | $457K | Sell |
7,908
-48
| -0.6% | -$2.77K | 0.15% | 65 |
|
|
2020
Q2 | $483K | Sell |
7,956
-32
| -0.4% | -$1.94K | 0.19% | 55 |
|
|
2020
Q1 | $465K | Sell |
7,988
-424
| -5% | -$24.7K | 0.22% | 49 |
|
|
2019
Q4 | $527K | Sell |
8,412
-156
| -2% | -$9.77K | 0.18% | 62 |
|
|
2019
Q3 | $464K | Buy |
+8,568
| New | +$464K | 0.16% | 67 |
|