Moody Aldrich Partners’s Assured Guaranty AGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-42,953
| Closed | -$1.35M | – | 181 |
|
|
2020
Q4 | $1.35M | Hold |
42,953
| – | – | 0.22% | 106 |
|
|
2020
Q3 | $923K | Buy |
42,953
+24,225
| +129% | +$521K | 0.19% | 108 |
|
|
2020
Q2 | $457K | Hold |
18,728
| – | – | 0.1% | 125 |
|
|
2020
Q1 | $483K | Buy |
18,728
+9,315
| +99% | +$240K | 0.15% | 107 |
|
|
2019
Q4 | $461K | Sell |
9,413
-7,803
| -45% | -$382K | 0.09% | 118 |
|
|
2019
Q3 | $765K | Hold |
17,216
| – | – | 0.2% | 94 |
|
|
2019
Q2 | $724K | Buy |
+17,216
| New | +$724K | 0.19% | 95 |
|
|
2019
Q1 | – | Sell |
-5,862
| Closed | -$224K | – | 105 |
|
|
2018
Q4 | $224K | Hold |
5,862
| – | – | 0.07% | 87 |
|
|
2018
Q3 | $248K | Buy |
+5,862
| New | +$248K | 0.07% | 93 |
|