Gradient Investments’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$1 | – | 350 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1 | – | 1376 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1231 |
|
|
2023
Q4 | – | Sell |
-190
| Closed | -$1.13K | – | 1835 |
|
|
2023
Q3 | $1.13K | Sell |
190
-689
| -78% | -$4.08K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $7.26K | Sell |
879
-331
| -27% | -$2.73K | ﹤0.01% | 875 |
|
|
2023
Q1 | $10.2K | Buy |
1,210
+1,078
| +817% | +$9.06K | ﹤0.01% | 813 |
|
|
2022
Q4 | $861 | Sell |
132
-33,125
| -100% | -$216K | ﹤0.01% | 1222 |
|
|
2022
Q3 | $363K | Sell |
33,257
-840
| -2% | -$9.17K | 0.01% | 249 |
|
|
2022
Q2 | $458K | Sell |
34,097
-533
| -2% | -$7.16K | 0.01% | 224 |
|
|
2022
Q1 | $537K | Sell |
34,630
-1,604
| -4% | -$24.9K | 0.01% | 206 |
|
|
2021
Q4 | $524K | Sell |
36,234
-1,401
| -4% | -$20.3K | 0.01% | 207 |
|
|
2021
Q3 | $552K | Buy |
+37,635
| New | +$552K | 0.02% | 206 |
|