Institute for Wealth Management’s Agilon Health AGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,068	Closed	-$157K	–	507
2024 Q3	$157K	Hold	40,068	–	–	0.02%	534
2024 Q2	$262K	Hold	40,068	–	–	0.04%	418
2024 Q1	$244K	Buy	40,068 +20,522	+105%	+$125K	0.03%	433
2023 Q4	$245K	Buy	+19,546	New	+$245K	0.04%	409