AE Wealth Management’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,039
| Closed | -$208K | – | 1869 |
|
|
2022
Q4 | $208K | Buy |
+3,039
| New | +$208K | ﹤0.01% | 1656 |
|
|
2022
Q3 | – | Sell |
-2,956
| Closed | -$207K | – | 1741 |
|
|
2022
Q2 | $207K | Buy |
2,956
+149
| +5% | +$10.4K | ﹤0.01% | 1578 |
|
|
2022
Q1 | $223K | Buy |
2,807
+117
| +4% | +$9.3K | ﹤0.01% | 1540 |
|
|
2021
Q4 | $234K | Sell |
2,690
-74
| -3% | -$6.44K | ﹤0.01% | 1540 |
|
|
2021
Q3 | $223K | Buy |
+2,764
| New | +$223K | ﹤0.01% | 1485 |
|
|
2020
Q1 | – | Sell |
-4,802
| Closed | -$272K | – | 1102 |
|
|
2019
Q4 | $272K | Buy |
4,802
+799
| +20% | +$45.3K | 0.01% | 939 |
|
|
2019
Q3 | $233K | Buy |
4,003
+265
| +7% | +$15.4K | 0.01% | 876 |
|
|
2019
Q2 | $232K | Buy |
+3,738
| New | +$232K | 0.01% | 850 |
|