Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-245
| Closed | -$14.2K | – | 706 |
|
|
2023
Q3 | $14.2K | Hold |
245
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $15.8K | Hold |
245
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $15.9K | Hold |
245
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $14.1K | Sell |
245
-4
| -2% | -$230 | ﹤0.01% | 451 |
|
|
2022
Q3 | $13K | Hold |
249
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $15K | Sell |
249
-7
| -3% | -$422 | ﹤0.01% | 449 |
|
|
2022
Q1 | $18K | Hold |
256
| – | – | ﹤0.01% | 418 |
|
|
2021
Q4 | $17K | Sell |
256
-5
| -2% | -$332 | ﹤0.01% | 444 |
|
|
2021
Q3 | $14K | Hold |
261
| – | – | ﹤0.01% | 481 |
|
|
2021
Q2 | $15K | Hold |
261
| – | – | ﹤0.01% | 456 |
|
|
2021
Q1 | $14 | Hold |
261
| – | – | ﹤0.01% | 468 |
|
|
2020
Q4 | $14K | Hold |
261
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $14K | Hold |
261
| – | – | 0.01% | 414 |
|
|
2020
Q2 | $14K | Hold |
261
| – | – | 0.01% | 406 |
|
|
2020
Q1 | $14K | Hold |
261
| – | – | 0.01% | 389 |
|
|
2019
Q4 | $15K | Buy |
+261
| New | +$15K | 0.01% | 413 |
|