Venturi Wealth Management’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 |
-2,978
| Closed | -$107K | – | 2082 |
|
|
2024
Q3 | $107K | Buy |
2,978
+2,832
| +1,940% | +$101K | 0.01% | 545 |
|
|
2024
Q2 | $5.19K | Buy |
146
+27
| +23% | +$960 | ﹤0.01% | 1229 |
|
|
2024
Q1 | $4.34K | Buy |
119
+17
| +17% | +$620 | ﹤0.01% | 1123 |
|
|
2023
Q4 | $3.31K | Sell |
102
-6
| -6% | -$194 | ﹤0.01% | 1115 |
|
|
2023
Q3 | $3.26K | Buy |
+108
| New | +$3.26K | ﹤0.01% | 1072 |
|