U.S. Capital Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-86,278
| Closed | -$941K | – | 1606 |
|
|
2022
Q3 | $941K | Hold |
86,278
| – | – | 0.05% | 338 |
|
|
2022
Q2 | $1.16M | Hold |
86,278
| – | – | 0.05% | 322 |
|
|
2022
Q1 | $1.34M | Hold |
86,278
| – | – | 0.05% | 339 |
|
|
2021
Q4 | $1.25M | Hold |
86,278
| – | – | 0.05% | 346 |
|
|
2021
Q3 | $1.27M | Buy |
+86,278
| New | +$1.27M | 0.05% | 342 |
|