Tiedemann Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,739
| Closed | -$965K | – | 436 |
|
|
2018
Q3 | $965K | Sell |
20,739
-2,186
| -10% | -$102K | 0.06% | 172 |
|
|
2018
Q2 | $1.15M | Sell |
22,925
-108,193
| -83% | -$5.42M | 0.07% | 149 |
|
|
2018
Q1 | $6.64M | Buy |
131,118
+14,096
| +12% | +$714K | 0.45% | 46 |
|
|
2017
Q4 | $6.27M | Buy |
117,022
+37,914
| +48% | +$2.03M | 0.48% | 44 |
|
|
2017
Q3 | $4.45M | Buy |
+79,108
| New | +$4.45M | 0.4% | 51 |
|