Schubert & Co’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
Q2 | – | Sell |
-158
| Closed | -$1.33K | – | 128 |
|
|
2023
Q1 | $1.33K | Buy |
158
+23
| +17% | +$193 | ﹤0.01% | 1079 |
|
|
2022
Q4 | $880 | Buy |
135
+35
| +35% | +$228 | ﹤0.01% | 1224 |
|
|
2022
Q3 | $1K | Buy |
100
+20
| +25% | +$200 | ﹤0.01% | 991 |
|
|
2022
Q2 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 973 |
|