Independent Advisor Alliance’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 |
-7,468
| Closed | -$267K | – | 1383 |
|
|
2024
Q3 | $267K | Sell |
7,468
-7
| -0.1% | -$251 | 0.01% | 598 |
|
|
2024
Q2 | $266K | Buy |
7,475
+72
| +1% | +$2.56K | 0.01% | 604 |
|
|
2024
Q1 | $270K | Hold |
7,403
| – | – | 0.01% | 596 |
|
|
2023
Q4 | $240K | Hold |
7,403
| – | – | 0.01% | 602 |
|
|
2023
Q3 | $223K | Buy |
+7,403
| New | +$223K | 0.01% | 589 |
|