My Legacy Advisors’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,877
| Closed | -$242K | – | 215 |
|
2023
Q3 | $242K | Sell |
7,877
-7,496
| -49% | -$230K | 0.1% | 187 |
|
2023
Q2 | $590K | Buy |
15,373
+50
| +0.3% | +$1.92K | 0.23% | 134 |
|
2023
Q1 | $625K | Buy |
15,323
+866
| +6% | +$35.3K | 0.27% | 133 |
|
2022
Q4 | $602K | Buy |
14,457
+993
| +7% | +$41.4K | 0.26% | 141 |
|
2022
Q3 | $531K | Buy |
13,464
+775
| +6% | +$30.6K | 0.27% | 137 |
|
2022
Q2 | $580K | Buy |
12,689
+890
| +8% | +$40.7K | 0.29% | 132 |
|
2022
Q1 | $551K | Buy |
+11,799
| New | +$551K | 0.26% | 127 |
|