Plante Moran Financial Advisors’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-217
| Closed | -$3.76K | – | 764 |
|
|
2023
Q2 | $3.76K | Hold |
217
| – | – | ﹤0.01% | 650 |
|
|
2023
Q1 | $5.15K | Hold |
217
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $3.5K | Hold |
217
| – | – | ﹤0.01% | 704 |
|
|
2022
Q3 | $5K | Hold |
217
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $5K | Buy |
+217
| New | +$5K | ﹤0.01% | 698 |
|