BFA
BMS Financial Advisors’s Alcon ALC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,958
| Closed | -$293K | – | 93 |
|
2022
Q3 | $293K | Sell |
4,958
-43
| -0.9% | -$2.54K | 0.21% | 89 |
|
2022
Q2 | $348K | Buy |
5,001
+338
| +7% | +$23.5K | 0.23% | 75 |
|
2022
Q1 | $374K | Buy |
4,663
+212
| +5% | +$17K | 0.24% | 85 |
|
2021
Q4 | $393K | Buy |
+4,451
| New | +$393K | 0.25% | 75 |
|