Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $118K | Buy |
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|
2025
Q4 | $84.6K | Sell |
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|
2025
Q3 | $83.8K | Sell |
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|
2025
Q2 | $89.8K | Sell |
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|
2025
Q1 | $115K | Sell |
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|
2024
Q4 | $106K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $70.4K | Sell |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $70.4K | Buy |
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