Ameritas Advisory Services’s Alico ALCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20,721
| Closed | -$603K | – | 873 |
|
2023
Q4 | $603K | Sell |
20,721
-2,610
| -11% | -$75.9K | 0.03% | 390 |
|
2023
Q3 | $582K | Buy |
+23,331
| New | +$582K | 0.03% | 466 |
|
2023
Q2 | – | Sell |
-20,240
| Closed | -$487K | – | 606 |
|
2023
Q1 | $487K | Buy |
20,240
+655
| +3% | +$15.8K | 0.02% | 480 |
|
2022
Q4 | $467K | Buy |
+19,585
| New | +$467K | 0.02% | 551 |
|