Covestor’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,385
| Closed | -$78K | – | 2179 |
|
|
2024
Q2 | $78K | Sell |
13,385
-6,862
| -34% | -$40K | 0.05% | 641 |
|
|
2024
Q1 | $128K | Sell |
20,247
-8,613
| -30% | -$54.5K | 0.08% | 367 |
|
|
2023
Q4 | $182K | Sell |
28,860
-1,597
| -5% | -$10.1K | 0.12% | 182 |
|
|
2023
Q3 | $180K | Buy |
30,457
+6,837
| +29% | +$40.4K | 0.14% | 143 |
|
|
2023
Q2 | $195K | Buy |
23,620
+22,067
| +1,421% | +$182K | 0.15% | 126 |
|
|
2023
Q1 | $13K | Buy |
+1,553
| New | +$13K | 0.01% | 1174 |
|