Avidian Wealth Enterprises’s Allegro MicroSystems ALGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,000
| Closed | -$224K | – | 415 |
|
|
2023
Q3 | $224K | Sell |
7,000
-2,400
| -26% | -$76.7K | 0.02% | 367 |
|
|
2023
Q2 | $424K | Hold |
9,400
| – | – | 0.03% | 289 |
|
|
2023
Q1 | $451K | Hold |
9,400
| – | – | 0.02% | 308 |
|
|
2022
Q4 | $282K | Sell |
9,400
-8,600
| -48% | -$258K | 0.02% | 369 |
|
|
2022
Q3 | $393K | Hold |
18,000
| – | – | 0.03% | 269 |
|
|
2022
Q2 | $372K | Hold |
18,000
| – | – | 0.03% | 311 |
|
|
2022
Q1 | $511K | Hold |
18,000
| – | – | 0.03% | 290 |
|
|
2021
Q4 | $651K | Hold |
18,000
| – | – | 0.04% | 246 |
|
|
2021
Q3 | $575K | Hold |
18,000
| – | – | 0.04% | 194 |
|
|
2021
Q2 | $499K | Hold |
18,000
| – | – | 0.04% | 224 |
|
|
2021
Q1 | $456K | Sell |
18,000
-2,000
| -10% | -$50.7K | 0.04% | 225 |
|
|
2020
Q4 | $533K | Buy |
+20,000
| New | +$533K | 0.05% | 173 |
|