JFS Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$6 | – | 1946 |
|
|
2024
Q3 | $6 | Sell |
1
-3
| -75% | -$18 | ﹤0.01% | 1961 |
|
|
2024
Q2 | $24 | Hold |
4
| – | – | ﹤0.01% | 1974 |
|
|
2024
Q1 | $26 | Sell |
4
-172
| -98% | -$1.12K | ﹤0.01% | 1993 |
|
|
2023
Q4 | $1.11K | Sell |
176
-75
| -30% | -$474 | ﹤0.01% | 1633 |
|
|
2023
Q3 | $1.49K | Buy |
251
+6
| +2% | +$36 | ﹤0.01% | 1475 |
|
|
2023
Q2 | $2.02K | Buy |
245
+111
| +83% | +$917 | ﹤0.01% | 1381 |
|
|
2023
Q1 | $1.13K | Buy |
134
+125
| +1,389% | +$1.05K | ﹤0.01% | 1547 |
|
|
2022
Q4 | $59 | Sell |
9
-299
| -97% | -$1.96K | ﹤0.01% | 1913 |
|
|
2022
Q3 | $3K | Buy |
308
+30
| +11% | +$292 | ﹤0.01% | 1133 |
|
|
2022
Q2 | $4K | Buy |
278
+90
| +48% | +$1.3K | ﹤0.01% | 1040 |
|
|
2022
Q1 | $3K | Buy |
188
+100
| +114% | +$1.6K | ﹤0.01% | 1204 |
|
|
2021
Q4 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 1243 |
|