Avantax Advisory Services’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,212
| Closed | -$234K | – | 1633 |
|
|
2023
Q2 | $234K | Sell |
6,212
-237
| -4% | -$8.93K | ﹤0.01% | 1324 |
|
|
2023
Q1 | $257K | Buy |
6,449
+9
| +0.1% | +$359 | ﹤0.01% | 1238 |
|
|
2022
Q4 | $277K | Buy |
6,440
+9
| +0.1% | +$387 | ﹤0.01% | 1145 |
|
|
2022
Q3 | $268K | Sell |
6,431
-455
| -7% | -$19K | ﹤0.01% | 1060 |
|
|
2022
Q2 | $318K | Buy |
6,886
+161
| +2% | +$7.44K | ﹤0.01% | 981 |
|
|
2022
Q1 | $312K | Sell |
6,725
-198
| -3% | -$9.19K | ﹤0.01% | 979 |
|
|
2021
Q4 | $345K | Buy |
6,923
+13
| +0.2% | +$648 | 0.01% | 913 |
|
|
2021
Q3 | $334K | Buy |
6,910
+60
| +0.9% | +$2.9K | 0.01% | 879 |
|
|
2021
Q2 | $350K | Buy |
6,850
+14
| +0.2% | +$715 | 0.01% | 844 |
|
|
2021
Q1 | $341K | Buy |
6,836
+511
| +8% | +$25.5K | 0.01% | 756 |
|
|
2020
Q4 | $287K | Sell |
6,325
-1,946
| -24% | -$88.3K | 0.01% | 743 |
|
|
2020
Q3 | $416K | Buy |
8,271
+2,554
| +45% | +$128K | 0.01% | 877 |
|
|
2020
Q2 | $239K | Buy |
5,717
+1
| +0% | +$42 | 0.01% | 721 |
|
|
2020
Q1 | $250K | Buy |
5,716
+1
| +0% | +$44 | 0.01% | 648 |
|
|
2019
Q4 | $292K | Buy |
+5,715
| New | +$292K | 0.01% | 635 |
|