WealthPLAN Partners’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,123
| Closed | -$137K | – | 840 |
|
|
2023
Q2 | $137K | Hold |
2,123
| – | – | 0.02% | 346 |
|
|
2023
Q1 | $138K | Buy |
+2,123
| New | +$138K | 0.02% | 365 |
|
|
2016
Q3 | $140K | Sell |
2,044
-2,043
| -50% | -$140K | 0.05% | 191 |
|
|
2016
Q2 | $149K | Buy |
+4,087
| New | +$149K | 0.02% | 479 |
|
|
2015
Q4 | $139K | Buy |
+6,131
| New | +$139K | 0.02% | 332 |
|