Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.8K | Sell |
15,672
-6,695
| -30% | -$38.4K | 0.01% | 733 |
|
|
2025
Q1 | $115K | Sell |
22,367
-1,488
| -6% | -$7.65K | 0.01% | 703 |
|
|
2024
Q4 | $106K | Buy |
+23,855
| New | +$106K | 0.01% | 757 |
|
|
2024
Q3 | – | Sell |
-26,900
| Closed | -$158K | – | 667 |
|
|
2024
Q2 | $158K | Buy |
26,900
+15,764
| +142% | +$92.4K | 0.01% | 637 |
|
|
2024
Q1 | $70.4K | Sell |
11,136
-7,688
| -41% | -$48.6K | 0.01% | 602 |
|
|
2023
Q4 | $119K | Buy |
18,824
+6,937
| +58% | +$43.8K | 0.01% | 608 |
|
|
2023
Q3 | $70.4K | Buy |
+11,887
| New | +$70.4K | 0.01% | 403 |
|