Leelyn Smith’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,185
| Closed | -$50.9K | – | 456 |
|
|
2022
Q4 | $50.9K | Sell |
1,185
-140
| -11% | -$6.02K | 0.01% | 180 |
|
|
2022
Q3 | $55K | Sell |
1,325
-240
| -15% | -$9.96K | 0.02% | 148 |
|
|
2022
Q2 | $72K | Sell |
1,565
-660
| -30% | -$30.4K | 0.02% | 177 |
|
|
2022
Q1 | $104K | Hold |
2,225
| – | – | 0.03% | 158 |
|
|
2021
Q4 | $111K | Hold |
2,225
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $108K | Sell |
2,225
-600
| -21% | -$29.1K | 0.03% | 156 |
|
|
2021
Q2 | $145K | Hold |
2,825
| – | – | 0.04% | 136 |
|
|
2021
Q1 | $141K | Sell |
2,825
-380
| -12% | -$19K | 0.04% | 140 |
|
|
2020
Q4 | $146K | Sell |
3,205
-160
| -5% | -$7.29K | 0.05% | 134 |
|
|
2020
Q3 | $170K | Hold |
3,365
| – | – | 0.06% | 124 |
|
|
2020
Q2 | $141K | Buy |
3,365
+370
| +12% | +$15.5K | 0.06% | 133 |
|
|
2020
Q1 | $131K | Buy |
2,995
+470
| +19% | +$20.6K | 0.07% | 123 |
|
|
2019
Q4 | $128 | Buy |
+2,525
| New | +$128 | 0.06% | 136 |
|