Beacon Pointe Advisors’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,999
| Closed | -$356K | – | 1069 |
|
|
2023
Q1 | $356K | Buy |
+14,999
| New | +$356K | 0.01% | 865 |
|
|
2022
Q4 | – | Sell |
-18,397
| Closed | -$432K | – | 1061 |
|
|
2022
Q3 | $432K | Buy |
18,397
+1,441
| +8% | +$33.8K | 0.01% | 684 |
|
|
2022
Q2 | $370K | Buy |
16,956
+2,524
| +17% | +$55.1K | 0.01% | 752 |
|
|
2022
Q1 | $366K | Buy |
14,432
+5,376
| +59% | +$136K | 0.01% | 910 |
|
|
2021
Q4 | $245K | Buy |
+9,056
| New | +$245K | 0.01% | 805 |
|