Wealthcare Advisory Partners’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-857
| Closed | -$46K | – | 1377 |
|
|
2021
Q1 | $46K | Buy |
+857
| New | +$46K | ﹤0.01% | 899 |
|
|
2020
Q2 | – | Sell |
-372
| Closed | -$19K | – | 999 |
|
|
2020
Q1 | $19K | Sell |
372
-1,480
| -80% | -$75.6K | ﹤0.01% | 750 |
|
|
2019
Q4 | $104K | Buy |
1,852
+257
| +16% | +$14.4K | 0.01% | 398 |
|
|
2019
Q3 | $77K | Hold |
1,595
| – | – | 0.01% | 451 |
|
|
2019
Q2 | $76K | Hold |
1,595
| – | – | 0.01% | 430 |
|
|
2019
Q1 | $80K | Hold |
1,595
| – | – | 0.01% | 381 |
|
|
2018
Q4 | $69K | Buy |
1,595
+134
| +9% | +$5.8K | 0.01% | 372 |
|
|
2018
Q3 | $68K | Hold |
1,461
| – | – | 0.01% | 407 |
|
|
2018
Q2 | $73K | Buy |
+1,461
| New | +$73K | 0.01% | 390 |
|