Simplicity Wealth’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
64,792
+21,767
| +51% | +$50.1K | 0.01% | 573 |
|
|
2025
Q1 | $186K | Buy |
+43,025
| New | +$186K | 0.01% | 532 |
|
|
2024
Q3 | – | Sell |
-26,210
| Closed | -$171K | – | 507 |
|
|
2024
Q2 | $171K | Buy |
26,210
+15,515
| +145% | +$101K | ﹤0.01% | 1128 |
|
|
2024
Q1 | $65.2K | Buy |
+10,695
| New | +$65.2K | ﹤0.01% | 1133 |
|