Strategic Wealth Partners’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-250
| Closed | -$12K | – | 796 |
|
|
2019
Q1 | $12K | Hold |
250
| – | – | 0.01% | 466 |
|
|
2018
Q4 | $12K | Hold |
250
| – | – | 0.01% | 425 |
|
|
2018
Q3 | $12K | Sell |
250
-331
| -57% | -$15.9K | 0.01% | 430 |
|
|
2018
Q2 | $29K | Sell |
581
-653
| -53% | -$32.6K | 0.02% | 320 |
|
|
2018
Q1 | $62K | Sell |
1,234
-97
| -7% | -$4.87K | 0.03% | 229 |
|
|
2017
Q4 | $73K | Buy |
+1,331
| New | +$73K | 0.04% | 195 |
|