SWK
Stephen W. Kidder’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,550
| Closed | -$617K | – | 88 |
|
|
2015
Q2 | $617K | Sell |
9,550
-2,350
| -20% | -$152K | 0.28% | 59 |
|
|
2015
Q1 | $769K | Hold |
11,900
| – | – | 0.33% | 57 |
|
|
2014
Q4 | $841K | Hold |
11,900
| – | – | 0.36% | 57 |
|
|
2014
Q3 | $855K | Buy |
11,900
+200
| +2% | +$14.4K | 0.39% | 53 |
|
|
2014
Q2 | $871K | Hold |
11,700
| – | – | 0.58% | 44 |
|
|
2014
Q1 | $804K | Hold |
11,700
| – | – | 0.54% | 46 |
|
|
2013
Q4 | $764K | Sell |
11,700
-1,500
| -11% | -$97.9K | 0.53% | 47 |
|
|
2013
Q3 | $780K | Sell |
13,200
-1,900
| -13% | -$112K | 0.6% | 45 |
|
|
2013
Q2 | $855K | Buy |
+15,100
| New | +$855K | 0.69% | 39 |
|