Spire Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $87.3K | Hold |
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|
2025
Q2 | $93.1K | Sell |
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|
2025
Q1 | $88.4K | Buy |
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|
2024
Q4 | $75.7K | Buy |
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|
2024
Q3 | $37.1K | Buy |
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|
2024
Q2 | $3.75K | Sell |
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|
2024
Q1 | $35.1K | Hold |
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|
2023
Q4 | $33.1K | Hold |
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|
2023
Q3 | $32.9K | Sell |
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|
2023
Q2 | $51.6K | Sell |
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|
2023
Q1 | $54K | Buy |
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|
2022
Q4 | $10K | Sell |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $99K | Buy |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $68K | Sell |
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|
2021
Q3 | $82K | Hold |
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|
2021
Q2 | $83K | Sell |
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|
2021
Q1 | $65K | Buy |
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