United Capital Financial Advisors’s Allison Transmission ALSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-20,328
| Closed | -$893K | – | 1329 |
|
|
2018
Q4 | $893K | Sell |
20,328
-5,396
| -21% | -$237K | 0.01% | 742 |
|
|
2018
Q3 | $1.34M | Sell |
25,724
-1,561
| -6% | -$81.2K | 0.01% | 697 |
|
|
2018
Q2 | $1.09M | Buy |
27,285
+3,153
| +13% | +$126K | 0.01% | 746 |
|
|
2018
Q1 | $943K | Buy |
24,132
+3,084
| +15% | +$121K | 0.01% | 788 |
|
|
2017
Q4 | $907K | Buy |
+21,048
| New | +$907K | 0.01% | 807 |
|