Berman Capital Advisors’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1761 |
|
|
2020
Q3 | – | Sell |
-29
| Closed | -$1K | – | 1815 |
|
|
2020
Q2 | $1K | Sell |
29
-13
| -31% | -$448 | ﹤0.01% | 1537 |
|
|
2020
Q1 | $1K | Sell |
42
-1
| -2% | -$24 | ﹤0.01% | 1402 |
|
|
2019
Q4 | $2K | Buy |
43
+1
| +2% | +$47 | ﹤0.01% | 1266 |
|
|
2019
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 1249 |
|
|
2019
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1147 |
|