HB Wealth Management’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 |
-10,674
| Closed | -$382K | – | 1093 |
|
|
2024
Q3 | $382K | Buy |
10,674
+44
| +0.4% | +$1.58K | ﹤0.01% | 670 |
|
|
2024
Q2 | $378K | Sell |
10,630
-163
| -2% | -$5.79K | ﹤0.01% | 625 |
|
|
2024
Q1 | $393K | Buy |
+10,793
| New | +$393K | ﹤0.01% | 563 |
|
|
2023
Q3 | – | Sell |
-5,445
| Closed | -$205K | – | 783 |
|
|
2023
Q2 | $205K | Buy |
+5,445
| New | +$205K | ﹤0.01% | 675 |
|