SAG
AGR

SageView Advisory Group’s Avangrid, Inc. AGR Stock Holding History

SageView Advisory Group’s Portfolio AGR Stock Details AGR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,418
Closed -$344K – 708
2023
Q3 		$344K Sell
11,418
-3,837
-25% -$116K 0.02% 395
2023
Q2 		$575K Sell
15,255
-77
-0.5% -$2.9K 0.03% 326
2023
Q1 		$611K Buy
+15,332
New +$611K 0.04% 275