MV Capital Management’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-300
| Closed | -$1.96K | – | 697 |
|
2022
Q4 | $1.96K | Hold |
300
| – | – | ﹤0.01% | 613 |
|
2022
Q3 | $3K | Sell |
300
-300
| -50% | -$3K | ﹤0.01% | 578 |
|
2022
Q2 | $8K | Hold |
600
| – | – | ﹤0.01% | 469 |
|
2022
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 485 |
|
2021
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 474 |
|
2021
Q3 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 440 |
|