Summit Securities Group’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,200
| Closed | -$14K | – | 448 |
|
|
2024
Q1 | $14K | Buy |
+2,200
| New | +$14K | ﹤0.01% | 201 |
|
|
2023
Q3 | – | Sell |
-40,500
| Closed | -$335K | – | 404 |
|
|
2023
Q2 | $335K | Buy |
+40,500
| New | +$335K | 0.04% | 92 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$3K | – | 699 |
|
|
2022
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 672 |
|