Advisornet Financial’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$632 | – | 2054 |
|
|
2023
Q4 | $632 | Hold |
100
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q3 | $592 | Hold |
100
| – | – | ﹤0.01% | 1940 |
|
|
2023
Q2 | $826 | Hold |
100
| – | – | ﹤0.01% | 1930 |
|
|
2023
Q1 | $840 | Hold |
100
| – | – | ﹤0.01% | 1929 |
|
|
2022
Q4 | $652 | Buy |
+100
| New | +$652 | ﹤0.01% | 1971 |
|
|
2021
Q1 | – | Sell |
-1,548
| Closed | -$25K | – | 1729 |
|
|
2020
Q4 | $25K | Buy |
1,548
+125
| +9% | +$2.02K | ﹤0.01% | 1056 |
|
|
2020
Q3 | $21K | Sell |
1,423
-117
| -8% | -$1.73K | ﹤0.01% | 1072 |
|
|
2020
Q2 | $20K | Sell |
1,540
-102
| -6% | -$1.33K | ﹤0.01% | 1095 |
|
|
2020
Q1 | $22K | Sell |
1,642
-73
| -4% | -$978 | ﹤0.01% | 1034 |
|
|
2019
Q4 | $24K | Buy |
1,715
+643
| +60% | +$9K | ﹤0.01% | 1122 |
|
|
2019
Q3 | $15K | Hold |
1,072
| – | – | ﹤0.01% | 1252 |
|
|
2019
Q2 | $13K | Buy |
+1,072
| New | +$13K | ﹤0.01% | 1151 |
|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$20K | – | 1569 |
|
|
2018
Q1 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 920 |
|
|
2017
Q4 | $22K | Buy |
+2,000
| New | +$22K | ﹤0.01% | 837 |
|