Sugarloaf Wealth Management’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 |
-200
| Closed | -$1.68K | – | 695 |
|
|
2023
Q1 | $1.68K | Hold |
200
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $1.3K | Hold |
200
| – | – | ﹤0.01% | 697 |
|
|
2022
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 654 |
|
|
2022
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 638 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$3K | – | 704 |
|
|
2021
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 625 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$3K | – | 745 |
|
|
2021
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 631 |
|