MorganRosel Wealth Management’s Assured Guaranty AGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,836
| Closed | -$596K | – | 99 |
|
|
2024
Q1 | $596K | Buy |
+6,836
| New | +$596K | 0.21% | 76 |
|
|
2023
Q2 | – | Sell |
-13,139
| Closed | -$660K | – | 93 |
|
|
2023
Q1 | $660K | Buy |
13,139
+1,356
| +12% | +$68.2K | 0.28% | 66 |
|
|
2022
Q4 | $734K | Sell |
11,783
-5,560
| -32% | -$346K | 0.34% | 62 |
|
|
2022
Q3 | $840K | Buy |
17,343
+3,712
| +27% | +$180K | 0.42% | 43 |
|
|
2022
Q2 | $760K | Buy |
+13,631
| New | +$760K | 0.41% | 49 |
|
|
2019
Q3 | – | Sell |
-18,053
| Closed | -$760K | – | 71 |
|
|
2019
Q2 | $760K | Sell |
18,053
-413
| -2% | -$17.4K | 0.63% | 37 |
|
|
2019
Q1 | $820K | Sell |
18,466
-1,533
| -8% | -$68.1K | 0.7% | 29 |
|
|
2018
Q4 | $766K | Buy |
+19,999
| New | +$766K | 0.79% | 30 |
|