Schechter Investment Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,223	Closed	-$167K	–	642
2023 Q2	$167K	Buy	20,223 +666	+3%	+$5.51K	0.02%	598
2023 Q1	$164K	Buy	+19,557	New	+$164K	0.02%	631
2022 Q4	–	Sell	-10,167	Closed	-$112K	–	862
2022 Q3	$112K	Buy	+10,167	New	+$112K	0.01%	889