GoalVest Advisory’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-120
| Closed | -$3.62K | – | 514 |
|
|
2023
Q3 | $3.62K | Buy |
+120
| New | +$3.62K | ﹤0.01% | 370 |
|
|
2022
Q2 | – | Sell |
-240
| Closed | -$11K | – | 566 |
|
|
2022
Q1 | $11K | Buy |
+240
| New | +$11K | 0.01% | 238 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 255 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 254 |
|