FineMark National Bank & Trust’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,535
| Closed | -$169K | – | 463 |
|
|
2021
Q3 | $169K | Hold |
11,535
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $172K | Hold |
11,535
| – | – | 0.01% | 432 |
|
|
2021
Q1 | $183K | Buy |
11,535
+1,035
| +10% | +$16.4K | 0.01% | 424 |
|
|
2020
Q4 | $173K | Hold |
10,500
| – | – | 0.01% | 404 |
|
|
2020
Q3 | $153K | Buy |
+10,500
| New | +$153K | 0.01% | 367 |
|