Wealthstar Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,423
| Closed | -$415K | – | 91 |
|
|
2023
Q1 | $415K | Sell |
6,423
-7
| -0.1% | -$453 | 0.16% | 55 |
|
|
2022
Q4 | $371K | Sell |
6,430
-320
| -5% | -$18.5K | 0.17% | 61 |
|
|
2022
Q3 | $325K | Sell |
6,750
-7,132
| -51% | -$343K | 0.15% | 69 |
|
|
2022
Q2 | $845K | Buy |
13,882
+1,347
| +11% | +$82K | 0.33% | 41 |
|
|
2022
Q1 | $876K | Buy |
+12,535
| New | +$876K | 0.32% | 42 |
|