SWA

Sutton Wealth Advisors’s National Grid NGG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17	Closed	-$1.15K	–	880
2023 Q2	$1.15K	Hold	17	–	–	﹤0.01%	766
2023 Q1	$1.16K	Hold	17	–	–	﹤0.01%	713
2022 Q4	$1.03K	Hold	17	–	–	﹤0.01%	1318
2022 Q3	$876	Hold	17	–	–	﹤0.01%	1327
2022 Q2	$1.1K	Hold	17	–	–	﹤0.01%	1259
2022 Q1	$1.31K	Hold	17	–	–	﹤0.01%	1273
2021 Q4	$1.23K	Hold	17	–	–	﹤0.01%	1281
2021 Q3	$1.01K	Hold	17	–	–	﹤0.01%	1245
2021 Q2	$1.09K	Hold	17	–	–	﹤0.01%	1223
2021 Q1	$1.01K	Hold	17	–	–	﹤0.01%	1202
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	1182
2020 Q3	$982	Hold	17	–	–	﹤0.01%	1143
2020 Q2	$1.03K	Hold	17	–	–	﹤0.01%	1120
2020 Q1	$991	Hold	17	–	–	﹤0.01%	1093
2019 Q4	$1.07K	Hold	17	–	–	﹤0.01%	1112
2019 Q3	$920	Hold	17	–	–	﹤0.01%	1118
2019 Q2	$904	Hold	17	–	–	﹤0.01%	1106
2019 Q1	$949	Hold	17	–	–	﹤0.01%	1113
2018 Q4	$816	Sell	17 -338	-95%	-$16.2K	﹤0.01%	1055
2018 Q3	$18.4K	Hold	355	–	–	0.01%	618
2018 Q2	$19.8K	Hold	355	–	–	0.01%	591
2018 Q1	$20K	Hold	355	–	–	0.01%	569
2017 Q4	$20.9K	Hold	355	–	–	0.02%	543
2017 Q3	$22.3K	Hold	355	–	–	0.02%	512
2017 Q2	$22.3K	Sell	355 -33	-9%	-$2.07K	0.02%	480
2017 Q1	$24.6K	Hold	388	–	–	0.02%	438
2016 Q4	$22.6K	Hold	388	–	–	0.02%	455
2016 Q3	$27.6K	Hold	388	–	–	0.03%	380
2016 Q2	$28.8K	Hold	388	–	–	0.03%	344
2016 Q1	$27.7K	Buy	+388	New	+$27.7K	0.03%	353