United Capital Financial Advisors’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,001
| Closed | -$286K | – | 1108 |
|
|
2024
Q3 | $286K | Sell |
8,001
-243
| -3% | -$8.7K | ﹤0.01% | 891 |
|
|
2024
Q2 | $293K | Sell |
8,244
-1,324
| -14% | -$47K | ﹤0.01% | 860 |
|
|
2024
Q1 | $349K | Buy |
9,568
+1,970
| +26% | +$71.8K | ﹤0.01% | 830 |
|
|
2023
Q4 | $246K | Buy |
+7,598
| New | +$246K | ﹤0.01% | 935 |
|
|
2019
Q3 | – | Sell |
-6,280
| Closed | -$317K | – | 1487 |
|
|
2019
Q2 | $317K | Buy |
6,280
+770
| +14% | +$38.9K | ﹤0.01% | 1172 |
|
|
2019
Q1 | $276K | Sell |
5,510
-2,445
| -31% | -$122K | ﹤0.01% | 1140 |
|
|
2018
Q4 | $398K | Buy |
7,955
+2,057
| +35% | +$103K | ﹤0.01% | 977 |
|
|
2018
Q3 | $283K | Sell |
5,898
-316
| -5% | -$15.2K | ﹤0.01% | 1131 |
|
|
2018
Q2 | $329K | Buy |
6,214
+159
| +3% | +$8.42K | ﹤0.01% | 1055 |
|
|
2018
Q1 | $310K | Buy |
+6,055
| New | +$310K | ﹤0.01% | 1084 |
|