CFA
ALR

Capstone Financial Advisors’s AlerisLife Inc ALR Stock Holding History

Capstone Financial Advisors’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$5.5K – 146
2022
Q4 		$5.5K Hold
10,000
– – ﹤0.01% 137
2022
Q3 		$9K Hold
10,000
– – ﹤0.01% 135
2022
Q2 		$12K Hold
10,000
– – ﹤0.01% 137
2022
Q1 		$22K Buy
+10,000
New +$26.8K ﹤0.01% 139

Capstone Financial Advisors's ALR Position: Q1 2023 in Review

Capstone Financial Advisors sold out of AlerisLife Inc (ALR) in Q1 2023, closing a stake of 10,000 shares — an estimated $5.5K sold.

Capstone Financial Advisors first reported a position in ALR in Q1 2022 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 1 fund tracked by Wall St. Rank holds ALR as of Q1 2023.

  • Capstone Financial Advisors reported no remaining AlerisLife Inc position as of Q1 2023 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 AlerisLife Inc shares in Q1 2023, an estimated $5.5K.
  • Capstone Financial Advisors first reported a position in AlerisLife Inc in Q1 2022 and held it in 4 quarters.
  • Capstone Financial Advisors's AlerisLife Inc position peaked at $22K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held AlerisLife Inc as of Q1 2023.

Based on Capstone Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.