Souders Financial Advisors’s Allogene Therapeutics ALLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-23,787
| Closed | -$611K | – | 136 |
|
2021
Q3 | $611K | Buy |
23,787
+1,269
| +6% | +$32.6K | 0.2% | 96 |
|
2021
Q2 | $587K | Buy |
22,518
+4,310
| +24% | +$112K | 0.2% | 89 |
|
2021
Q1 | $643K | Buy |
18,208
+2,299
| +14% | +$81.2K | 0.25% | 76 |
|
2020
Q4 | $402K | Buy |
15,909
+1,362
| +9% | +$34.4K | 0.18% | 86 |
|
2020
Q3 | $424K | Buy |
+14,547
| New | +$424K | 0.2% | 80 |
|