Global Retirement Partners’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 |
-1,144
| Closed | -$40.9K | – | 3793 |
|
|
2024
Q3 | $40.9K | Buy |
1,144
+19
| +2% | +$680 | ﹤0.01% | 1657 |
|
|
2024
Q2 | $40K | Buy |
1,125
+302
| +37% | +$10.7K | ﹤0.01% | 1653 |
|
|
2024
Q1 | $30K | Sell |
823
-550
| -40% | -$20K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $43.8K | Buy |
1,373
+143
| +12% | +$4.56K | ﹤0.01% | 1433 |
|
|
2023
Q3 | $35.5K | Buy |
1,230
+362
| +42% | +$10.5K | ﹤0.01% | 1419 |
|
|
2023
Q2 | $32.7K | Buy |
868
+212
| +32% | +$7.99K | ﹤0.01% | 1462 |
|
|
2023
Q1 | $26.5K | Buy |
656
+543
| +481% | +$21.9K | ﹤0.01% | 1519 |
|
|
2022
Q4 | $4.86K | Buy |
113
+63
| +126% | +$2.71K | ﹤0.01% | 2032 |
|
|
2022
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2340 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1728 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1265 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1239 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 999 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 957 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 889 |
|