Northwestern Mutual Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-23
| Closed | -$118 | – | 3675 |
|
2025
Q1 | $118 | Sell |
23
-777
| -97% | -$3.99K | ﹤0.01% | 3502 |
|
2024
Q4 | $3.56K | Buy |
+800
| New | +$3.56K | ﹤0.01% | 3043 |
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$9.78K | – | 3354 |
|
2022
Q4 | $9.78K | Buy |
+1,500
| New | +$9.78K | ﹤0.01% | 2508 |
|
2022
Q3 | – | Sell |
-1,741
| Closed | -$23K | – | 3103 |
|
2022
Q2 | $23K | Buy |
+1,741
| New | +$23K | ﹤0.01% | 2183 |
|
2022
Q1 | – | Sell |
-1,059
| Closed | -$15K | – | 3087 |
|
2021
Q4 | $15K | Hold |
1,059
| – | – | ﹤0.01% | 2430 |
|
2021
Q3 | $16K | Hold |
1,059
| – | – | ﹤0.01% | 2300 |
|
2021
Q2 | $16K | Buy |
+1,059
| New | +$16K | ﹤0.01% | 2272 |
|
2021
Q1 | – | Sell |
-212
| Closed | -$3K | – | 2758 |
|
2020
Q4 | $3K | Buy |
+212
| New | +$3K | ﹤0.01% | 2447 |
|
2019
Q2 | – | Sell |
-225
| Closed | -$3K | – | 2484 |
|
2019
Q1 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 2221 |
|