Concord Wealth Partners’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11
| Closed | -$473 | – | 1256 |
|
|
2022
Q4 | $473 | Buy |
+11
| New | +$473 | ﹤0.01% | 1156 |
|
|
2022
Q3 | – | Sell |
-79
| Closed | -$4K | – | 1226 |
|
|
2022
Q2 | $4K | Sell |
79
-579
| -88% | -$29.3K | ﹤0.01% | 905 |
|
|
2022
Q1 | $31K | Sell |
658
-6
| -0.9% | -$283 | 0.01% | 536 |
|
|
2021
Q4 | $33K | Buy |
664
+265
| +66% | +$13.2K | 0.01% | 537 |
|
|
2021
Q3 | $19K | Sell |
399
-98
| -20% | -$4.67K | 0.01% | 390 |
|
|
2021
Q2 | $26K | Buy |
497
+15
| +3% | +$785 | 0.01% | 458 |
|
|
2021
Q1 | $24K | Buy |
482
+348
| +260% | +$17.3K | 0.01% | 449 |
|
|
2020
Q4 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 405 |
|