JFS Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33
| Closed | -$1.18K | – | 2008 |
|
|
2024
Q3 | $1.18K | Hold |
33
| – | – | ﹤0.01% | 1659 |
|
|
2024
Q2 | $1.17K | Hold |
33
| – | – | ﹤0.01% | 1631 |
|
|
2024
Q1 | $1.2K | Sell |
33
-15
| -31% | -$547 | ﹤0.01% | 1611 |
|
|
2023
Q4 | $1.56K | Buy |
48
+40
| +500% | +$1.3K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $242 | Sell |
8
-29
| -78% | -$877 | ﹤0.01% | 1838 |
|
|
2023
Q2 | $1.4K | Buy |
37
+8
| +28% | +$302 | ﹤0.01% | 1502 |
|
|
2023
Q1 | $1.16K | Sell |
29
-21
| -42% | -$838 | ﹤0.01% | 1536 |
|
|
2022
Q4 | $2.15K | Buy |
50
+3
| +6% | +$129 | ﹤0.01% | 1346 |
|
|
2022
Q3 | $2K | Buy |
47
+3
| +7% | +$128 | ﹤0.01% | 1435 |
|
|
2022
Q2 | $2K | Buy |
44
+4
| +10% | +$182 | ﹤0.01% | 1425 |
|
|
2022
Q1 | $2K | Buy |
40
+25
| +167% | +$1.25K | ﹤0.01% | 1534 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1640 |
|