Strategic Wealth Partners’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81K | Buy |
+315
| New | +$1.81K | ﹤0.01% | 1010 |
|
|
2022
Q4 | – | Sell |
-154,257
| Closed | -$1.68M | – | 263 |
|
|
2022
Q3 | $1.68M | Sell |
154,257
-913
| -0.6% | -$9.96K | 0.36% | 96 |
|
|
2022
Q2 | $2.08M | Sell |
155,170
-4,582
| -3% | -$61.5K | 0.45% | 79 |
|
|
2022
Q1 | $2.48M | Sell |
159,752
-10,222
| -6% | -$159K | 0.48% | 69 |
|
|
2021
Q4 | $2.46M | Buy |
+169,974
| New | +$2.46M | 0.47% | 68 |
|