Mark Sheptoff Financial Planning’s Alector ALEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420 | Hold |
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|
2025
Q1 | $369 | Hold |
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|
2024
Q4 | $567 | Hold |
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|
2024
Q3 | $1.4K | Hold |
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|
2024
Q2 | $1.36K | Hold |
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|
2024
Q1 | $1.81K | Hold |
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|
2023
Q4 | $2.39K | Hold |
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|
2023
Q3 | $1.94K | Hold |
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|
2023
Q2 | $1.8K | Hold |
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|
2023
Q1 | $1.86K | Hold |
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|
2022
Q4 | $2.77K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $13K | Buy |
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