Insight Wealth Strategies’s Avangrid, Inc. AGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,219
| Closed | -$360K | – | 241 |
|
|
2021
Q1 | $360K | Buy |
7,219
+110
| +2% | +$5.49K | 0.05% | 162 |
|
|
2020
Q4 | $323K | Sell |
7,109
-930
| -12% | -$42.3K | 0.05% | 157 |
|
|
2020
Q3 | $406K | Sell |
8,039
-1,540
| -16% | -$77.8K | 0.08% | 118 |
|
|
2020
Q2 | $402K | Buy |
9,579
+300
| +3% | +$12.6K | 0.09% | 99 |
|
|
2020
Q1 | $406K | Buy |
9,279
+836
| +10% | +$36.6K | 0.11% | 90 |
|
|
2019
Q4 | $432K | Buy |
8,443
+2,982
| +55% | +$153K | 0.09% | 143 |
|
|
2019
Q3 | $285K | Buy |
+5,461
| New | +$285K | 0.07% | 157 |
|