Arkadios Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,251
| Closed | -$20K | – | 1636 |
|
|
2020
Q4 | $20K | Sell |
1,251
-61
| -5% | -$975 | ﹤0.01% | 747 |
|
|
2020
Q3 | $20.6K | Sell |
1,312
-29
| -2% | -$456 | 0.01% | 597 |
|
|
2020
Q2 | $18.2K | Sell |
1,341
-309
| -19% | -$4.2K | 0.01% | 555 |
|
|
2020
Q1 | $22.1K | Sell |
1,650
-161
| -9% | -$2.16K | 0.01% | 466 |
|
|
2019
Q4 | $29.5K | Buy |
+1,811
| New | +$29.5K | 0.02% | 390 |
|