Investmark Advisory Group’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,905
| Closed | -$211K | – | 112 |
|
|
2022
Q4 | $211K | Buy |
4,905
+23
| +0.5% | +$989 | 0.16% | 98 |
|
|
2022
Q3 | $203K | Buy |
4,882
+20
| +0.4% | +$832 | 0.18% | 92 |
|
|
2022
Q2 | $224K | Sell |
4,862
-673
| -12% | -$31K | 0.22% | 75 |
|
|
2022
Q1 | $258K | Buy |
5,535
+25
| +0.5% | +$1.17K | 0.27% | 73 |
|
|
2021
Q4 | $274K | Buy |
+5,510
| New | +$274K | 0.26% | 69 |
|