King Wealth Management Group’s Algonquin Power & Utilities AQN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,000
Closed -$148K 141
2023
Q3
$148K Hold
25,000
0.03% 138
2023
Q2
$207K Hold
25,000
0.04% 138
2023
Q1
$210K Hold
25,000
0.05% 133
2022
Q4
$163K Hold
25,000
0.04% 134
2022
Q3
$273K Hold
25,000
0.07% 116
2022
Q2
$336K Hold
25,000
0.08% 111
2022
Q1
$388K Hold
25,000
0.08% 108
2021
Q4
$361K Hold
25,000
0.07% 122
2021
Q3
$367K Sell
25,000
-1,200
-5% -$17.6K 0.08% 119
2021
Q2
$390K Hold
26,200
0.08% 114
2021
Q1
$415K Hold
26,200
0.09% 108
2020
Q4
$431K Hold
26,200
0.1% 101
2020
Q3
$381K Hold
26,200
0.1% 105
2020
Q2
$339K Hold
26,200
0.1% 103
2020
Q1
$351K Hold
26,200
0.15% 83
2019
Q4
$371K Hold
26,200
0.1% 94
2019
Q3
$359K Buy
26,200
+1,200
+5% +$16.4K 0.1% 87
2019
Q2
$303K Hold
25,000
0.09% 101
2019
Q1
$282K Hold
25,000
0.09% 104
2018
Q4
$251K Buy
+25,000
New +$251K 0.09% 103