M Holdings Securities’s Alico ALCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,350
| Closed | -$631K | – | 108 |
|
|
2024
Q2 | $631K | Buy |
+24,350
| New | +$631K | 0.08% | 133 |
|
|
2023
Q2 | – | Sell |
-8,410
| Closed | -$204K | – | 156 |
|
|
2023
Q1 | $204K | Sell |
8,410
-2,050
| -20% | -$49.7K | 0.02% | 310 |
|
|
2022
Q4 | $250K | Sell |
10,460
-1,250
| -11% | -$29.9K | 0.03% | 378 |
|
|
2022
Q3 | $331K | Hold |
11,710
| – | – | 0.04% | 307 |
|
|
2022
Q2 | $417K | Hold |
11,710
| – | – | 0.04% | 277 |
|
|
2022
Q1 | $440K | Buy |
+11,710
| New | +$440K | 0.03% | 319 |
|