Patriot Financial Group Insurance Agency’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,276
| Closed | -$59K | – | 2034 |
|
2022
Q2 | $59K | Hold |
1,276
| – | – | 0.01% | 682 |
|
2022
Q1 | $60K | Hold |
1,276
| – | – | 0.01% | 730 |
|
2021
Q4 | $64K | Hold |
1,276
| – | – | 0.01% | 785 |
|
2021
Q3 | $62K | Hold |
1,276
| – | – | 0.01% | 802 |
|
2021
Q2 | $66K | Buy |
1,276
+35
| +3% | +$1.81K | 0.01% | 756 |
|
2021
Q1 | $62K | Buy |
1,241
+140
| +13% | +$6.99K | 0.01% | 704 |
|
2020
Q4 | $50K | Hold |
1,101
| – | – | 0.01% | 688 |
|
2020
Q3 | $56K | Buy |
1,101
+435
| +65% | +$22.1K | 0.02% | 517 |
|
2020
Q2 | $28K | Hold |
666
| – | – | 0.01% | 665 |
|
2020
Q1 | $29K | Hold |
666
| – | – | 0.01% | 572 |
|
2019
Q4 | $34K | Hold |
666
| – | – | 0.01% | 567 |
|
2019
Q3 | $35K | Hold |
666
| – | – | 0.02% | 510 |
|
2019
Q2 | $34K | Hold |
666
| – | – | 0.01% | 515 |
|
2019
Q1 | $33K | Hold |
666
| – | – | 0.02% | 455 |
|
2018
Q4 | $33K | Sell |
666
-50
| -7% | -$2.48K | 0.02% | 389 |
|
2018
Q3 | $34K | Buy |
716
+50
| +8% | +$2.37K | 0.02% | 378 |
|
2018
Q2 | $35K | Hold |
666
| – | – | 0.04% | 225 |
|
2018
Q1 | $34K | Hold |
666
| – | – | 0.03% | 379 |
|
2017
Q4 | $33K | Hold |
666
| – | – | 0.02% | 362 |
|
2017
Q3 | $32K | Hold |
666
| – | – | 0.03% | 326 |
|
2017
Q2 | $29K | Hold |
666
| – | – | 0.03% | 326 |
|
2017
Q1 | $29K | Hold |
666
| – | – | 0.03% | 298 |
|
2016
Q4 | $26K | Buy |
+666
| New | +$26K | 0.04% | 309 |
|