FIA
Foundations Investment Advisors’s Algonquin Power & Utilities AQN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2K | Sell |
13,302
-184
| -1% | -$1.05K | ﹤0.01% | 900 |
|
|
2025
Q1 | $69.3K | Buy |
13,486
+18
| +0.1% | +$93 | ﹤0.01% | 835 |
|
|
2024
Q4 | $59.9K | Sell |
13,468
-289
| -2% | -$1.29K | ﹤0.01% | 826 |
|
|
2024
Q3 | $75K | Buy |
13,757
+1,349
| +11% | +$7.35K | ﹤0.01% | 796 |
|
|
2024
Q2 | $72.7K | Hold |
12,408
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $78.4K | Sell |
12,408
-520
| -4% | -$3.29K | ﹤0.01% | 691 |
|
|
2023
Q4 | $78.5K | Sell |
12,928
-49,835
| -79% | -$302K | ﹤0.01% | 653 |
|
|
2023
Q3 | $372K | Buy |
62,763
+42,592
| +211% | +$252K | 0.01% | 460 |
|
|
2023
Q2 | $167K | Buy |
20,171
+7,821
| +63% | +$64.6K | 0.01% | 551 |
|
|
2023
Q1 | $104K | Buy |
+12,350
| New | +$104K | ﹤0.01% | 500 |
|