Roosevelt Investment Group’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $139K | Buy |
12,712
+682
| +6% | +$7.46K | 0.01% | 272 |
|
|
2022
Q2 | $162K | Buy |
12,030
+541
| +5% | +$7.29K | 0.01% | 270 |
|
|
2022
Q1 | $178K | Hold |
11,489
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $166K | Buy |
11,489
+924
| +9% | +$13.4K | 0.01% | 274 |
|
|
2021
Q3 | $155K | Hold |
10,565
| – | – | 0.01% | 240 |
|
|
2021
Q2 | $157K | Buy |
+10,565
| New | +$157K | 0.01% | 241 |
|