Level Financial Advisors’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,231
| Closed | -$148K | – | 285 |
|
|
2023
Q1 | $148K | Sell |
6,231
-2,331
| -27% | -$55.4K | 0.09% | 58 |
|
|
2022
Q4 | $138K | Sell |
8,562
-2,331
| -21% | -$37.6K | 0.09% | 58 |
|
|
2022
Q3 | $255K | Sell |
10,893
-2,331
| -18% | -$54.6K | 0.19% | 44 |
|
|
2022
Q2 | $289K | Buy |
+13,224
| New | +$289K | 0.21% | 39 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$27K | – | 230 |
|
|
2021
Q4 | $27K | Buy |
+1,000
| New | +$27K | 0.02% | 121 |
|