WealthPLAN Partners’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,775
| Closed | -$539K | – | 277 |
|
|
2019
Q1 | $539K | Buy |
10,775
+710
| +7% | +$35.5K | 0.08% | 159 |
|
|
2018
Q4 | $509K | Buy |
10,065
+155
| +2% | +$7.84K | 0.08% | 151 |
|
|
2018
Q3 | $501K | Buy |
9,910
+1,520
| +18% | +$76.8K | 0.09% | 144 |
|
|
2018
Q2 | $444K | Buy |
8,390
+250
| +3% | +$13.2K | 0.09% | 149 |
|
|
2018
Q1 | $417K | Buy |
8,140
+3,825
| +89% | +$196K | 0.09% | 157 |
|
|
2017
Q4 | $218K | Hold |
4,315
| – | – | 0.06% | 192 |
|
|
2017
Q3 | $205K | Buy |
+4,315
| New | +$205K | 0.06% | 183 |
|