Evermay Wealth Management’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$331 | – | 635 |
|
|
2024
Q1 | – | Sell |
-752
| Closed | -$24.7K | – | 583 |
|
|
2023
Q4 | $24.7K | Hold |
752
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $23K | Hold |
752
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $28.7K | Sell |
752
-40
| -5% | -$1.53K | 0.01% | 354 |
|
|
2023
Q1 | $31.9K | Hold |
792
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $34.4K | Hold |
792
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $33K | Hold |
792
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $37K | Hold |
792
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $37K | Hold |
792
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $40K | Hold |
792
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $38K | Hold |
792
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $41K | Buy |
+792
| New | +$41K | 0.01% | 308 |
|