Carolinas Wealth Consulting’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 |
-19
| Closed | -$724 | – | 1138 |
|
|
2023
Q2 | $724 | Hold |
19
| – | – | ﹤0.01% | 947 |
|
|
2023
Q1 | $766 | Hold |
19
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $825 | Sell |
19
-9
| -32% | -$391 | ﹤0.01% | 929 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 871 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 877 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 903 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 952 |
|
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 926 |
|
|
2021
Q2 | $2K | Sell |
28
-306
| -92% | -$21.9K | ﹤0.01% | 831 |
|
|
2021
Q1 | $17K | Buy |
334
+12
| +4% | +$611 | ﹤0.01% | 544 |
|
|
2020
Q4 | $15K | Buy |
322
+303
| +1,595% | +$14.1K | ﹤0.01% | 527 |
|
|
2020
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 905 |
|