Triumph Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-12,021
| Closed | -$74.6K | – | 241 |
|
2024
Q1 | $74.6K | Sell |
12,021
-1,197
| -9% | -$7.43K | 0.03% | 219 |
|
2023
Q4 | $85K | Sell |
13,218
-5,713
| -30% | -$36.7K | 0.04% | 211 |
|
2023
Q3 | $114K | Buy |
18,931
+2,314
| +14% | +$14K | 0.05% | 213 |
|
2023
Q2 | $139K | Sell |
16,617
-7,042
| -30% | -$58.9K | 0.06% | 214 |
|
2023
Q1 | $199K | Sell |
23,659
-18,193
| -43% | -$153K | 0.1% | 180 |
|
2022
Q4 | $273K | Buy |
+41,852
| New | +$273K | 0.15% | 157 |
|