Farther Finance Advisors’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-390
| Closed | -$14K | – | 4186 |
|
|
2024
Q3 | $14K | Buy |
390
+8
| +2% | +$286 | ﹤0.01% | 2218 |
|
|
2024
Q2 | $13.5K | Buy |
382
+148
| +63% | +$5.25K | ﹤0.01% | 1945 |
|
|
2024
Q1 | $8.43K | Sell |
234
-674
| -74% | -$24.3K | ﹤0.01% | 1829 |
|
|
2023
Q4 | $29.4K | Buy |
908
+855
| +1,613% | +$27.7K | ﹤0.01% | 1215 |
|
|
2023
Q3 | $1.6K | Buy |
53
+19
| +56% | +$573 | ﹤0.01% | 1940 |
|
|
2023
Q2 | $1.28K | Buy |
34
+9
| +36% | +$339 | ﹤0.01% | 1898 |
|
|
2023
Q1 | $997 | Hold |
25
| – | – | ﹤0.01% | 1845 |
|
|
2022
Q4 | $1.08K | Buy |
+25
| New | +$1.08K | ﹤0.01% | 1634 |
|