Global Retirement Partners’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
+1,926
| New | +$11K | ﹤0.01% | 2570 |
|
|
2023
Q3 | – | Sell |
-189
| Closed | -$1.56K | – | 3251 |
|
|
2023
Q2 | $1.56K | Hold |
189
| – | – | ﹤0.01% | 2631 |
|
|
2023
Q1 | $1.65K | Buy |
+189
| New | +$1.65K | ﹤0.01% | 2566 |
|
|
2022
Q4 | – | Sell |
-756
| Closed | -$8K | – | 3021 |
|
|
2022
Q3 | $8K | Buy |
756
+321
| +74% | +$3.4K | ﹤0.01% | 1747 |
|
|
2022
Q2 | $6K | Hold |
435
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q1 | $6K | Buy |
+435
| New | +$6K | ﹤0.01% | 1805 |
|
|
2020
Q2 | – | Sell |
-1,110
| Closed | -$15K | – | 1598 |
|
|
2020
Q1 | $15K | Buy |
+1,110
| New | +$15K | ﹤0.01% | 883 |
|