Plante Moran Financial Advisors’s Alto Ingredients ALTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,000
| Closed | -$47K | – | 862 |
|
|
2022
Q3 | $47K | Hold |
13,000
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $48K | Hold |
13,000
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $89K | Hold |
13,000
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $63K | Hold |
13,000
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $64K | Hold |
13,000
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $79K | Buy |
+13,000
| New | +$79K | 0.02% | 284 |
|
|
2021
Q1 | – | Sell |
-13,000
| Closed | -$71K | – | 993 |
|
|
2020
Q4 | $71K | Hold |
13,000
| – | – | 0.02% | 290 |
|
|
2020
Q3 | $95K | Hold |
13,000
| – | – | 0.03% | 241 |
|
|
2020
Q2 | $9K | Hold |
13,000
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $3K | Hold |
13,000
| – | – | ﹤0.01% | 611 |
|
|
2019
Q4 | $8K | Hold |
13,000
| – | – | ﹤0.01% | 560 |
|
|
2019
Q3 | $7K | Buy |
+13,000
| New | +$7K | ﹤0.01% | 640 |
|