Meristem Family Wealth’s Alcon ALC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $235K | Sell |
2,963
-15
| -0.5% | -$1.19K | 0.03% | 301 |
|
2021
Q4 | $259K | Buy |
2,978
+3
| +0.1% | +$261 | 0.02% | 323 |
|
2021
Q3 | $239K | Sell |
2,975
-2,109
| -41% | -$169K | 0.02% | 354 |
|
2021
Q2 | $357K | Hold |
5,084
| – | – | 0.06% | 222 |
|
2021
Q1 | $357K | Buy |
5,084
+171
| +3% | +$12K | 0.07% | 164 |
|
2020
Q4 | $324K | Hold |
4,913
| – | – | 0.07% | 165 |
|
2020
Q3 | $280K | Hold |
4,913
| – | – | 0.07% | 149 |
|
2020
Q2 | $282K | Buy |
4,913
+74
| +2% | +$4.25K | 0.08% | 144 |
|
2020
Q1 | $246K | Buy |
+4,839
| New | +$246K | 0.08% | 151 |
|