EverSource Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51K | Sell |
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|
2025
Q1 | $2.47K | Sell |
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|
2024
Q4 | $5.83K | Sell |
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|
2024
Q3 | $62.7K | Sell |
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|
2024
Q2 | $179K | Buy |
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|
2024
Q1 | $140K | Buy |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $116K | Buy |
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|
2023
Q2 | $142K | Buy |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $53K | Buy |
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|
2022
Q3 | $81K | Buy |
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