Creative Planning’s Alto Ingredients ALTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-116
| Closed | -$1K | – | 1914 |
|
|
2017
Q2 | $1K | Buy |
116
+100
| +625% | +$862 | ﹤0.01% | 4302 |
|
|
2017
Q1 | $0 | Sell |
16
-5,000
| -100% | – | ﹤0.01% | 4477 |
|
|
2016
Q4 | $48K | Buy |
5,016
+4,910
| +4,632% | +$47K | ﹤0.01% | 2396 |
|
|
2016
Q3 | $1K | Hold |
106
| – | – | ﹤0.01% | 4198 |
|
|
2016
Q2 | $1K | Hold |
106
| – | – | ﹤0.01% | 4021 |
|
|
2016
Q1 | $0 | Sell |
106
-2
| -2% | – | ﹤0.01% | 4182 |
|
|
2015
Q4 | $1K | Sell |
108
-108
| -50% | -$1K | ﹤0.01% | 4063 |
|
|
2015
Q3 | $1K | Buy |
+216
| New | +$1K | ﹤0.01% | 3977 |
|
|
2015
Q2 | – | Sell |
-335
| Closed | -$4K | – | 1124 |
|
|
2015
Q1 | $4K | Buy |
335
+143
| +74% | +$1.71K | ﹤0.01% | 3533 |
|
|
2014
Q4 | $2K | Buy |
192
+84
| +78% | +$875 | ﹤0.01% | 3698 |
|
|
2014
Q3 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 3539 |
|
|
2014
Q2 | – | Sell |
-71,765
| Closed | -$1.12M | – | 3632 |
|
|
2014
Q1 | $1.12M | Buy |
71,765
+69,815
| +3,580% | +$1.09M | 0.02% | 332 |
|
|
2013
Q4 | $10K | Sell |
1,950
-1,195
| -38% | -$6.13K | ﹤0.01% | 2551 |
|
|
2013
Q3 | $11K | Sell |
3,145
-502
| -14% | -$1.76K | ﹤0.01% | 2395 |
|
|
2013
Q2 | $15K | Buy |
+3,647
| New | +$15K | ﹤0.01% | 2079 |
|