JFS Wealth Advisors’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | -$36 | – | 1995 |
|
|
2023
Q3 | $36 | Sell |
2
-14
| -88% | -$252 | ﹤0.01% | 1939 |
|
|
2023
Q2 | $278 | Buy |
16
+14
| +700% | +$243 | ﹤0.01% | 1837 |
|
|
2023
Q1 | $48 | Sell |
2
-19
| -90% | -$456 | ﹤0.01% | 1925 |
|
|
2022
Q4 | $339 | Buy |
21
+18
| +600% | +$291 | ﹤0.01% | 1789 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1717 |
|