FormulaFolio Investments’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,762
| Closed | -$216K | – | 832 |
|
|
2020
Q4 | $216K | Buy |
4,762
+443
| +10% | +$20.1K | ﹤0.01% | 616 |
|
|
2020
Q3 | $218K | Buy |
+4,319
| New | +$218K | 0.01% | 293 |
|
|
2020
Q1 | – | Sell |
-4,319
| Closed | -$221K | – | 388 |
|
|
2019
Q4 | $221K | Hold |
4,319
| – | – | 0.01% | 341 |
|
|
2019
Q3 | $226K | Hold |
4,319
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $218K | Hold |
4,319
| – | – | 0.01% | 298 |
|
|
2019
Q1 | $217K | Buy |
+4,319
| New | +$217K | 0.01% | 311 |
|