Morris Capital Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $235K | Hold |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $264K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $211K | Hold |
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|
2018
Q4 | $188K | Hold |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $181K | Hold |
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|
2018
Q1 | $185K | Hold |
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|
2017
Q4 | $209K | Hold |
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|
2017
Q3 | $197K | Hold |
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|
2017
Q2 | $197K | Hold |
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|
2017
Q1 | $179K | Buy |
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|
2016
Q4 | $148K | Buy |
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