Sugarloaf Wealth Management’s National Grid NGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-248	Closed	-$14.2K	–	706
2023 Q3	$14.2K	Hold	248	–	–	﹤0.01%	426
2023 Q2	$15.8K	Hold	248	–	–	﹤0.01%	419
2023 Q1	$15.9K	Hold	248	–	–	﹤0.01%	420
2022 Q4	$14.1K	Sell	248 -5	-2%	-$267	﹤0.01%	451
2022 Q3	$13K	Hold	253	–	–	﹤0.01%	485
2022 Q2	$15K	Sell	253 -7	-3%	-$463	﹤0.01%	460
2022 Q1	$18K	Hold	260	–	–	﹤0.01%	424
2021 Q4	$17K	Sell	260 -5	-2%	-$293	﹤0.01%	448
2021 Q3	$14K	Hold	265	–	–	﹤0.01%	486
2021 Q2	$15K	Hold	265	–	–	﹤0.01%	460
2021 Q1	$14	Hold	265	–	–	﹤0.01%	469
2020 Q4	$14K	Hold	265	–	–	﹤0.01%	446
2020 Q3	$14K	Hold	265	–	–	0.01%	414
2020 Q2	$14K	Hold	265	–	–	0.01%	406
2020 Q1	$14K	Hold	265	–	–	0.01%	389
2019 Q4	$15K	Buy	+265	New	+$13.6K	0.01%	413