Beaird Harris Wealth Management’s Alector ALEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-157
| Closed | -$1.02K | – | 601 |
|
2023
Q3 | $1.02K | Hold |
157
| – | – | ﹤0.01% | 394 |
|
2023
Q2 | $944 | Hold |
157
| – | – | ﹤0.01% | 403 |
|
2023
Q1 | $972 | Hold |
157
| – | – | ﹤0.01% | 410 |
|
2022
Q4 | $1.45K | Sell |
157
-316
| -67% | -$2.92K | ﹤0.01% | 616 |
|
2022
Q3 | $4K | Hold |
473
| – | – | ﹤0.01% | 352 |
|
2022
Q2 | $5K | Hold |
473
| – | – | ﹤0.01% | 304 |
|
2022
Q1 | $7K | Hold |
473
| – | – | ﹤0.01% | 379 |
|
2021
Q4 | $10K | Buy |
+473
| New | +$10K | ﹤0.01% | 398 |
|