IFP Advisors’s AquaBounty Technologies AQB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1 | Buy |
+1
| New | +$1 | ﹤0.01% | 4904 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$39 | – | 3447 |
|
|
2023
Q1 | $39 | Hold |
1
| – | – | ﹤0.01% | 3329 |
|
|
2022
Q4 | $4K | Buy |
+1
| New | +$4K | ﹤0.01% | 3850 |
|
|
2022
Q3 | – | Hold |
0
| – | -$1K | – | 4189 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1K | – | 4270 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4270 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3369 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3079 |
|
|
2021
Q1 | – | Sell |
-401
| Closed | -$72K | – | 3014 |
|
|
2020
Q4 | $72K | Buy |
401
+251
| +167% | +$45.1K | ﹤0.01% | 1290 |
|
|
2020
Q3 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 1797 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2736 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2737 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2842 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3065 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2398 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | – | – | 3465 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3768 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 3814 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3736 |
|
|
2017
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3749 |
|
|
2017
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4021 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4033 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3945 |
|