Clarity Wealth Advisors’s Allogene Therapeutics ALLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,632
| Closed | -$36.4K | – | 95 |
|
|
2024
Q2 | $36.4K | Hold |
15,632
| – | – | 0.01% | 86 |
|
|
2024
Q1 | $69.9K | Hold |
15,632
| – | – | 0.02% | 85 |
|
|
2023
Q4 | $50.2K | Sell |
15,632
-2,374
| -13% | -$7.62K | 0.02% | 83 |
|
|
2023
Q3 | $57.1K | Hold |
18,006
| – | – | 0.03% | 72 |
|
|
2023
Q2 | $89.5K | Hold |
18,006
| – | – | 0.04% | 73 |
|
|
2023
Q1 | $89K | Buy |
+18,006
| New | +$89K | 0.05% | 69 |
|