IAM Advisory’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,646
| Closed | -$189K | – | 99 |
|
|
2023
Q3 | $189K | Hold |
10,646
| – | – | 0.07% | 93 |
|
|
2023
Q2 | $185K | Hold |
10,646
| – | – | 0.06% | 89 |
|
|
2023
Q1 | $253K | Hold |
10,646
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $172K | Hold |
10,646
| – | – | 0.06% | 82 |
|
|
2022
Q3 | $249K | Hold |
10,646
| – | – | 0.11% | 72 |
|
|
2022
Q2 | $232K | Buy |
+10,646
| New | +$232K | 0.1% | 70 |
|