Clarius Group LLC’s Algonquin Power & Utilities AQN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-59,412
Closed -$352K 479
2023
Q3
$352K Sell
59,412
-18,329
-24% -$109K 0.03% 286
2023
Q2
$642K Hold
77,741
0.05% 211
2023
Q1
$653K Buy
+77,741
New +$653K 0.06% 198