Wealthspire Advisors (Maryland)’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-799
| Closed | -$40K | – | 1481 |
|
|
2019
Q1 | $40K | Sell |
799
-657
| -45% | -$32.9K | ﹤0.01% | 975 |
|
|
2018
Q4 | $63K | Sell |
1,456
-442
| -23% | -$19.1K | 0.01% | 759 |
|
|
2018
Q3 | $88K | Sell |
1,898
-413
| -18% | -$19.1K | 0.01% | 742 |
|
|
2018
Q2 | $116K | Buy |
2,311
+273
| +13% | +$13.7K | 0.01% | 648 |
|
|
2018
Q1 | $103K | Sell |
2,038
-505
| -20% | -$25.5K | 0.01% | 701 |
|
|
2017
Q4 | $134K | Sell |
2,543
-144
| -5% | -$7.59K | 0.01% | 611 |
|
|
2017
Q3 | $151K | Sell |
2,687
-119
| -4% | -$6.69K | 0.02% | 566 |
|
|
2017
Q2 | $158K | Buy |
2,806
+836
| +42% | +$47.1K | 0.02% | 536 |
|
|
2017
Q1 | $122K | Buy |
1,970
+784
| +66% | +$48.6K | 0.02% | 529 |
|
|
2016
Q4 | $68K | Sell |
1,186
-192
| -14% | -$11K | 0.01% | 687 |
|
|
2016
Q3 | $96K | Buy |
1,378
+81
| +6% | +$5.64K | 0.02% | 581 |
|
|
2016
Q2 | $94K | Hold |
1,297
| – | – | 0.02% | 545 |
|
|
2016
Q1 | $91K | Buy |
1,297
+56
| +5% | +$3.93K | 0.02% | 540 |
|
|
2015
Q4 | $84K | Buy |
+1,241
| New | +$84K | 0.02% | 569 |
|