Laird Norton Wetherby Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,165
| Closed | -$77.2K | – | 901 |
|
|
2024
Q3 | $77.2K | Sell |
14,165
-12,128
| -46% | -$66.1K | ﹤0.01% | 922 |
|
|
2024
Q2 | $154K | Sell |
26,293
-2,355
| -8% | -$13.8K | 0.01% | 877 |
|
|
2024
Q1 | $181K | Buy |
28,648
+1,478
| +5% | +$9.34K | 0.01% | 890 |
|
|
2023
Q4 | $172K | Buy |
27,170
+15,578
| +134% | +$98.5K | 0.01% | 859 |
|
|
2023
Q3 | $68.6K | Sell |
11,592
-38,569
| -77% | -$228K | ﹤0.01% | 876 |
|
|
2023
Q2 | $414K | Sell |
50,161
-4,359
| -8% | -$36K | 0.02% | 608 |
|
|
2023
Q1 | $458K | Buy |
+54,520
| New | +$458K | 0.03% | 568 |
|