Winslow Evans & Crocker’s Algonquin Power & Utilities AQN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $22K | Hold |
1,325
| – | – | ﹤0.01% | 764 |
|
|
2020
Q3 | $19K | Hold |
1,325
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $17K | Sell |
1,325
-451
| -25% | -$5.79K | ﹤0.01% | 637 |
|
|
2020
Q1 | $24K | Sell |
1,776
-500
| -22% | -$6.76K | 0.01% | 543 |
|
|
2019
Q4 | $34K | Hold |
2,276
| – | – | 0.01% | 568 |
|
|
2019
Q3 | $32K | Hold |
2,276
| – | – | 0.01% | 573 |
|
|
2019
Q2 | $28K | Buy |
+2,276
| New | +$28K | 0.01% | 612 |
|