JP Morgan Private Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $153K | Buy |
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $115K | Buy |
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|
2022
Q3 | $192K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $246K | Hold |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $233K | Buy |
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