First Trust Direct Indexing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $94.7K | Sell |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $140K | Sell |
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|
2023
Q4 | $163K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $123K | Sell |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $177K | Buy |
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