Summit Wealth & Retirement Planning’s National Grid NGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,714	Closed	-$569K	–	127
2019 Q3	$569K	Sell	11,714 -446	-4%	-$21.7K	0.34%	63
2019 Q2	$580K	Buy	+12,160	New	+$580K	0.34%	67