Laurel Wealth Advisors (California)’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $200K | Sell |
30,750
-545
| -2% | -$3.55K | 0.02% | 641 |
|
|
2022
Q3 | $342K | Buy |
31,295
+250
| +0.8% | +$2.73K | 0.04% | 445 |
|
|
2022
Q2 | $417K | Sell |
31,045
-680
| -2% | -$9.13K | 0.04% | 403 |
|
|
2022
Q1 | $492K | Sell |
31,725
-31,930
| -50% | -$495K | 0.04% | 415 |
|
|
2021
Q4 | $920K | Sell |
63,655
-9,355
| -13% | -$135K | 0.07% | 279 |
|
|
2021
Q3 | $1.07M | Sell |
73,010
-1,350
| -2% | -$19.8K | 0.2% | 122 |
|
|
2021
Q2 | $1.11M | Buy |
74,360
+6,700
| +10% | +$99.7K | 0.14% | 161 |
|
|
2021
Q1 | $1.07M | Buy |
67,660
+100
| +0.1% | +$1.58K | 0.16% | 153 |
|
|
2020
Q4 | $1.11M | Buy |
67,560
+510
| +0.8% | +$8.39K | 0.16% | 143 |
|
|
2020
Q3 | $975K | Buy |
+67,050
| New | +$975K | 0.16% | 138 |
|