AE Wealth Management’s Itron ITRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,952
| Closed | -$218K | – | 1576 |
|
|
2023
Q4 | $218K | Buy |
+2,952
| New | +$218K | ﹤0.01% | 1853 |
|
|
2020
Q1 | – | Sell |
-3,723
| Closed | -$313K | – | 1189 |
|
|
2019
Q4 | $313K | Sell |
3,723
-2,027
| -35% | -$170K | 0.01% | 887 |
|
|
2019
Q3 | $425K | Sell |
5,750
-2,116
| -27% | -$156K | 0.01% | 665 |
|
|
2019
Q2 | $492K | Buy |
+7,866
| New | +$492K | 0.01% | 593 |
|