Center for Financial Planning’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12 | Hold |
2
| – | – | ﹤0.01% | 645 |
|
|
2025
Q1 | $11 | Hold |
2
| – | – | ﹤0.01% | 698 |
|
|
2024
Q4 | $9 | Hold |
2
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $11 | Hold |
2
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $12 | Buy |
+2
| New | +$12 | ﹤0.01% | 581 |
|
|
2022
Q4 | – | Sell |
-159
| Closed | -$2K | – | 550 |
|
|
2022
Q3 | $2K | Buy |
+159
| New | +$2K | ﹤0.01% | 508 |
|