Janiczek Wealth Management’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $487K | Sell |
13,678
-264
| -2% | -$9.4K | 0.1% | 85 |
|
|
2024
Q1 | $509K | Buy |
13,942
+5,674
| +69% | +$207K | 0.11% | 84 |
|
|
2023
Q4 | $269K | Sell |
8,268
-1,277
| -13% | -$41.5K | 0.06% | 122 |
|
|
2023
Q3 | $289K | Buy |
9,545
+3,104
| +48% | +$94K | 0.08% | 104 |
|
|
2023
Q2 | $243K | Buy |
6,441
+2,795
| +77% | +$106K | 0.07% | 112 |
|
|
2023
Q1 | $145K | Buy |
3,646
+1,323
| +57% | +$52.7K | 0.04% | 160 |
|
|
2022
Q4 | $103K | Buy |
2,323
+288
| +14% | +$12.8K | 0.03% | 217 |
|
|
2022
Q3 | $80K | Buy |
2,035
+1,362
| +202% | +$53.5K | 0.03% | 233 |
|
|
2022
Q2 | $33K | Sell |
673
-197
| -23% | -$9.66K | 0.01% | 376 |
|
|
2022
Q1 | $41K | Buy |
870
+186
| +27% | +$8.77K | 0.01% | 338 |
|
|
2021
Q4 | $34K | Sell |
684
-212
| -24% | -$10.5K | 0.01% | 382 |
|
|
2021
Q3 | $44K | Buy |
896
+21
| +2% | +$1.03K | 0.02% | 304 |
|
|
2021
Q2 | $45K | Sell |
875
-63
| -7% | -$3.24K | 0.02% | 276 |
|
|
2021
Q1 | $47K | Buy |
938
+808
| +622% | +$40.5K | 0.02% | 246 |
|
|
2020
Q4 | $6K | Buy |
130
+75
| +136% | +$3.46K | ﹤0.01% | 570 |
|
|
2020
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 483 |
|