McKinley Carter Wealth Services’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,334
| Closed | -$216K | – | 291 |
|
|
2021
Q1 | $216K | Buy |
+4,334
| New | +$216K | 0.02% | 274 |
|
|
2020
Q4 | – | Sell |
-4,189
| Closed | -$211K | – | 265 |
|
|
2020
Q3 | $211K | Buy |
+4,189
| New | +$211K | 0.05% | 135 |
|
|
2020
Q1 | – | Sell |
-4,189
| Closed | -$214K | – | 189 |
|
|
2019
Q4 | $214K | Hold |
4,189
| – | – | 0.05% | 155 |
|
|
2019
Q3 | $219K | Hold |
4,189
| – | – | 0.06% | 152 |
|
|
2019
Q2 | $212K | Hold |
4,189
| – | – | 0.06% | 150 |
|
|
2019
Q1 | $211K | Hold |
4,189
| – | – | 0.06% | 145 |
|
|
2018
Q4 | $210K | Hold |
4,189
| – | – | 0.07% | 142 |
|
|
2018
Q3 | $201K | Hold |
4,189
| – | – | 0.06% | 157 |
|
|
2018
Q2 | $222K | Sell |
4,189
-174
| -4% | -$9.22K | 0.07% | 150 |
|
|
2018
Q1 | $223K | Buy |
+4,363
| New | +$223K | 0.07% | 148 |
|
|
2017
Q4 | – | Sell |
-4,359
| Closed | -$207K | – | 160 |
|
|
2017
Q3 | $207K | Buy |
+4,359
| New | +$207K | 0.08% | 140 |
|