New England Capital Financial Advisors’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-612
| Closed | -$21.9K | – | 426 |
|
|
2024
Q3 | $21.9K | Sell |
612
-615
| -50% | -$22K | 0.01% | 171 |
|
|
2024
Q2 | $43.6K | Hold |
1,227
| – | – | 0.02% | 119 |
|
|
2024
Q1 | $44.7K | Sell |
1,227
-41
| -3% | -$1.49K | 0.03% | 116 |
|
|
2023
Q4 | $41.1K | Hold |
1,268
| – | – | 0.02% | 125 |
|
|
2023
Q3 | $38.2K | Buy |
1,268
+1
| +0.1% | +$30 | 0.03% | 120 |
|
|
2023
Q2 | $47.7K | Hold |
1,267
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $50.5K | Hold |
1,267
| – | – | 0.04% | 115 |
|
|
2022
Q4 | $53.9K | Buy |
+1,267
| New | +$53.9K | 0.04% | 115 |
|