SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $245K | Sell |
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|
2018
Q2 | $300K | Sell |
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|
2018
Q1 | $542K | Buy |
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|
2017
Q4 | $419K | Sell |
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|
2017
Q3 | $542K | Sell |
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|
2017
Q2 | $624K | Sell |
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|
2017
Q1 | $724K | Sell |
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|
2016
Q4 | $703K | Sell |
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|
2016
Q3 | $898K | Hold |
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|
2016
Q2 | $939K | Hold |
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|
2016
Q1 | $902K | Sell |
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|
2015
Q4 | $906K | Sell |
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|
2015
Q3 | $913K | Sell |
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|
2015
Q2 | $871K | Sell |
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|
2015
Q1 | $930K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $303K | Buy |
|