Spire Wealth Management’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 | $73.6K | Sell |
989
-29
| -3% | -$2.16K | ﹤0.01% | 1086 |
|
|
2025
Q1 | $64.9K | Sell |
1,018
-13
| -1% | -$829 | ﹤0.01% | 1189 |
|
|
2024
Q4 | $59.5K | Buy |
1,031
+4
| +0.4% | +$231 | ﹤0.01% | 1219 |
|
|
2024
Q3 | $68.4K | Sell |
1,027
-343
| -25% | -$22.9K | ﹤0.01% | 1043 |
|
|
2024
Q2 | $74.4K | Buy |
1,370
+52
| +4% | +$2.82K | ﹤0.01% | 983 |
|
|
2024
Q1 | $86K | Buy |
1,318
+21
| +2% | +$1.37K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $82K | Sell |
1,297
-370
| -22% | -$23.4K | ﹤0.01% | 1049 |
|
|
2023
Q3 | $96.6K | Buy |
1,667
+145
| +10% | +$8.4K | ﹤0.01% | 964 |
|
|
2023
Q2 | $98K | Buy |
1,522
+2
| +0.1% | +$129 | ﹤0.01% | 976 |
|
|
2023
Q1 | $98.8K | Buy |
1,520
+856
| +129% | +$55.6K | ﹤0.01% | 975 |
|
|
2022
Q4 | $38K | Hold |
664
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q3 | $32K | Sell |
664
-117
| -15% | -$5.64K | ﹤0.01% | 1121 |
|
|
2022
Q2 | $47K | Sell |
781
-499
| -39% | -$30K | ﹤0.01% | 1315 |
|
|
2022
Q1 | $90K | Sell |
1,280
-4,469
| -78% | -$314K | ﹤0.01% | 1201 |
|
|
2021
Q4 | $379K | Buy |
5,749
+4,447
| +342% | +$293K | 0.01% | 805 |
|
|
2021
Q3 | $70K | Buy |
1,302
+478
| +58% | +$25.7K | ﹤0.01% | 1336 |
|
|
2021
Q2 | $47K | Sell |
824
-5,093
| -86% | -$290K | ﹤0.01% | 1510 |
|
|
2021
Q1 | $315K | Buy |
+5,917
| New | +$315K | 0.01% | 839 |
|