Laird Norton Wetherby Wealth Management’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,435
| Closed | -$266K | – | 952 |
|
|
2024
Q3 | $266K | Buy |
7,435
+207
| +3% | +$7.41K | 0.01% | 772 |
|
|
2024
Q2 | $257K | Sell |
7,228
-201
| -3% | -$7.14K | 0.01% | 753 |
|
|
2024
Q1 | $271K | Sell |
7,429
-108
| -1% | -$3.94K | 0.01% | 768 |
|
|
2023
Q4 | $244K | Sell |
7,537
-716
| -9% | -$23.2K | 0.01% | 793 |
|
|
2023
Q3 | $249K | Buy |
+8,253
| New | +$249K | 0.01% | 738 |
|
|
2020
Q2 | – | Sell |
-4,628
| Closed | -$203K | – | 756 |
|
|
2020
Q1 | $203K | Buy |
+4,628
| New | +$203K | 0.02% | 571 |
|
|
2019
Q4 | – | Sell |
-4,136
| Closed | -$216K | – | 723 |
|
|
2019
Q3 | $216K | Buy |
+4,136
| New | +$216K | 0.02% | 635 |
|