Elmwood Wealth Management’s Allogene Therapeutics ALLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $15K | Hold |
575
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $20K | Buy |
+575
| New | +$20K | 0.01% | 216 |
|
|
2020
Q3 | $25K | Hold |
575
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $25K | Buy |
+575
| New | +$25K | 0.02% | 151 |
|
|
2019
Q4 | – | Sell |
-575
| Closed | -$16K | – | 96 |
|
|
2019
Q3 | $16K | Hold |
575
| – | – | 0.02% | 155 |
|
|
2019
Q2 | $15K | Hold |
575
| – | – | 0.01% | 171 |
|
|
2019
Q1 | $17K | Hold |
575
| – | – | 0.02% | 163 |
|
|
2018
Q4 | $15K | Buy |
+575
| New | +$15K | 0.01% | 170 |
|