AllSquare Wealth Management’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-705
| Closed | -$35K | – | 498 |
|
|
2018
Q4 | $35K | Buy |
705
+244
| +53% | +$12.1K | 0.03% | 207 |
|
|
2018
Q3 | $22K | Hold |
461
| – | – | 0.02% | 262 |
|
|
2018
Q2 | $24K | Hold |
461
| – | – | 0.02% | 259 |
|
|
2018
Q1 | $24K | Hold |
461
| – | – | 0.02% | 222 |
|
|
2017
Q4 | $23K | Buy |
+461
| New | +$23K | 0.02% | 223 |
|