BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $566 | Hold |
15
| – | – | ﹤0.01% | 804 |
|
|
2023
Q1 | $606 | Sell |
15
-11
| -42% | -$444 | ﹤0.01% | 955 |
|
|
2022
Q4 | $1.13K | Hold |
26
| – | – | ﹤0.01% | 873 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 944 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 953 |
|
|
2022
Q1 | $1K | Buy |
26
+1
| +4% | +$38 | ﹤0.01% | 977 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1015 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 962 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 910 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 916 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 883 |
|
|
2020
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 924 |
|