ERn Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,320
| Closed | -$95.6K | – | 188 |
|
|
2024
Q2 | $95.6K | Hold |
16,320
| – | – | 0.02% | 177 |
|
|
2024
Q1 | $103K | Hold |
16,320
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $97.1K | Sell |
16,320
-1,335
| -8% | -$7.94K | 0.02% | 166 |
|
|
2023
Q3 | $105K | Buy |
17,655
+4,084
| +30% | +$24.2K | 0.02% | 162 |
|
|
2023
Q2 | $112K | Hold |
13,571
| – | – | 0.02% | 166 |
|
|
2023
Q1 | $114K | Buy |
+13,571
| New | +$114K | 0.03% | 168 |
|