Triasima Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,700
| Closed | -$87.4K | – | 147 |
|
|
2024
Q4 | $87.4K | Sell |
19,700
-519,000
| -96% | -$2.3M | 0.02% | 144 |
|
|
2024
Q3 | $2.94M | Hold |
538,700
| – | – | 0.66% | 48 |
|
|
2024
Q2 | $3.16M | Buy |
+538,700
| New | +$3.16M | 0.29% | 60 |
|
|
2021
Q3 | – | Sell |
-50,492
| Closed | -$752K | – | 158 |
|
|
2021
Q2 | $752K | Sell |
50,492
-364,133
| -88% | -$5.42M | 0.04% | 126 |
|
|
2021
Q1 | $6.57M | Sell |
414,625
-89,200
| -18% | -$1.41M | 0.33% | 42 |
|
|
2020
Q4 | $8.29M | Buy |
+503,825
| New | +$8.29M | 0.47% | 37 |
|