Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35
| Closed | -$2K | – | 1055 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 937 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$2K | – | 1165 |
|
|
2020
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 798 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$5K | – | 991 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 739 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 710 |
|