Dynamic Advisor Solutions’s Avangrid, Inc. AGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,935
| Closed | -$457K | – | 584 |
|
|
2019
Q4 | $457K | Buy |
8,935
+75
| +0.8% | +$3.84K | 0.06% | 323 |
|
|
2019
Q3 | $463K | Buy |
8,860
+76
| +0.9% | +$3.97K | 0.07% | 291 |
|
|
2019
Q2 | $444K | Buy |
8,784
+77
| +0.9% | +$3.89K | 0.07% | 285 |
|
|
2019
Q1 | $438K | Hold |
8,707
| – | – | 0.08% | 240 |
|
|
2018
Q4 | $428K | Buy |
8,707
+151
| +2% | +$7.42K | 0.09% | 229 |
|
|
2018
Q3 | $410K | Buy |
8,556
+565
| +7% | +$27.1K | 0.09% | 250 |
|
|
2018
Q2 | $423K | Buy |
7,991
+67
| +0.8% | +$3.55K | 0.1% | 241 |
|
|
2018
Q1 | $405K | Buy |
7,924
+613
| +8% | +$31.3K | 0.1% | 210 |
|
|
2017
Q4 | $370K | Buy |
7,311
+66
| +0.9% | +$3.34K | 0.12% | 183 |
|
|
2017
Q3 | $344K | Buy |
7,245
+72
| +1% | +$3.42K | 0.14% | 169 |
|
|
2017
Q2 | $317K | Buy |
7,173
+71
| +1% | +$3.14K | 0.12% | 174 |
|
|
2017
Q1 | $304K | Buy |
7,102
+573
| +9% | +$24.5K | 0.12% | 173 |
|
|
2016
Q4 | $247K | Buy |
+6,529
| New | +$247K | 0.1% | 186 |
|