WR Wealth Planners’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.67K | Buy |
46
+3
| +7% | +$174 | ﹤0.01% | 807 |
|
|
2024
Q3 | $2.86K | Sell |
43
-3
| -7% | -$199 | ﹤0.01% | 831 |
|
|
2024
Q2 | $2.5K | Sell |
46
-42
| -48% | -$2.28K | ﹤0.01% | 839 |
|
|
2024
Q1 | $5.73K | Buy |
+88
| New | +$5.73K | ﹤0.01% | 693 |
|
|
2023
Q4 | – | Sell |
-37
| Closed | -$2.12K | – | 616 |
|
|
2023
Q3 | $2.12K | Buy |
+37
| New | +$2.12K | ﹤0.01% | 773 |
|