AGR
Wealth Enhancement Advisory Services’s Avangrid, Inc. AGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,724
| Closed | -$491K | – | 2992 |
|
|
2024
Q3 | $491K | Buy |
13,724
+647
| +5% | +$23.2K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $465K | Buy |
13,077
+19
| +0.1% | +$675 | ﹤0.01% | 1692 |
|
|
2024
Q1 | $476K | Sell |
13,058
-8,648
| -40% | -$315K | ﹤0.01% | 1615 |
|
|
2023
Q4 | $703K | Sell |
21,706
-16,208
| -43% | -$525K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $1.14M | Buy |
+37,914
| New | +$1.14M | ﹤0.01% | 1042 |
|
|
2023
Q2 | – | Sell |
-65,784
| Closed | -$2.62M | – | 577 |
|
|
2023
Q1 | $2.62M | Buy |
+65,784
| New | +$2.62M | 0.03% | 184 |
|
|
2022
Q2 | – | Sell |
-28,817
| Closed | -$1.36M | – | 376 |
|
|
2022
Q1 | $1.36M | Buy |
28,817
+1,723
| +6% | +$81K | 0.02% | 221 |
|
|
2021
Q4 | $1.26M | Buy |
27,094
+3,085
| +13% | +$143K | 0.02% | 208 |
|
|
2021
Q3 | $1.26M | Buy |
+24,009
| New | +$1.26M | 0.02% | 194 |
|