True Wealth Design’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
Q4 | – | Sell |
-9
| Closed | -$50 | – | 1361 |
|
|
2024
Q3 | $50 | Sell |
9
-17
| -65% | -$94 | ﹤0.01% | 1256 |
|
|
2024
Q2 | $153 | Hold |
26
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $165 | Buy |
26
+5
| +24% | +$32 | ﹤0.01% | 751 |
|
|
2023
Q4 | $133 | Buy |
21
+2
| +11% | +$13 | ﹤0.01% | 726 |
|
|
2023
Q3 | $113 | Buy |
19
+1
| +6% | +$6 | ﹤0.01% | 710 |
|
|
2023
Q2 | $149 | Buy |
18
+3
| +20% | +$25 | ﹤0.01% | 693 |
|
|
2023
Q1 | $126 | Buy |
15
+1
| +7% | +$8 | ﹤0.01% | 779 |
|
|
2022
Q4 | $91 | Buy |
+14
| New | +$91 | ﹤0.01% | 739 |
|