Wealthspire Advisors (Maryland)’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 |
-205
| Closed | -$10K | – | 2185 |
|
|
2019
Q1 | $10K | Sell |
205
-22
| -10% | -$1.07K | ﹤0.01% | 1549 |
|
|
2018
Q4 | $11K | Buy |
227
+82
| +57% | +$3.97K | ﹤0.01% | 1442 |
|
|
2018
Q3 | $7K | Sell |
145
-36
| -20% | -$1.74K | ﹤0.01% | 1687 |
|
|
2018
Q2 | $10K | Buy |
181
+69
| +62% | +$3.81K | ﹤0.01% | 1556 |
|
|
2018
Q1 | $6K | Buy |
112
+9
| +9% | +$482 | ﹤0.01% | 1773 |
|
|
2017
Q4 | $5K | Hold |
103
| – | – | ﹤0.01% | 1858 |
|
|
2017
Q3 | $5K | Hold |
103
| – | – | ﹤0.01% | 1809 |
|
|
2017
Q2 | $5K | Hold |
103
| – | – | ﹤0.01% | 1788 |
|
|
2017
Q1 | $4K | Buy |
103
+13
| +14% | +$505 | ﹤0.01% | 1582 |
|
|
2016
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 1503 |
|
|
2016
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 1451 |
|
|
2016
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 1401 |
|
|
2016
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 1412 |
|
|
2015
Q4 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 1487 |
|