United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-17,590
| Closed | -$84K | – | 1215 |
|
|
2015
Q4 | $84K | Hold |
17,590
| – | – | ﹤0.01% | 1179 |
|
|
2015
Q3 | $114K | Hold |
17,590
| – | – | ﹤0.01% | 1200 |
|
|
2015
Q2 | $182K | Hold |
17,590
| – | – | ﹤0.01% | 1193 |
|
|
2015
Q1 | $210K | Hold |
17,590
| – | – | ﹤0.01% | 1170 |
|
|
2014
Q4 | $182K | Hold |
17,590
| – | – | ﹤0.01% | 1108 |
|
|
2014
Q3 | $246K | Hold |
17,590
| – | – | ﹤0.01% | 978 |
|
|
2014
Q2 | $269K | Sell |
17,590
-2,710
| -13% | -$41.4K | 0.01% | 759 |
|
|
2014
Q1 | $316K | Sell |
20,300
-7,200
| -26% | -$112K | 0.01% | 768 |
|
|
2013
Q4 | $140K | Buy |
27,500
+17,500
| +175% | +$89.1K | ﹤0.01% | 618 |
|
|
2013
Q3 | $35K | Buy |
+10,000
| New | +$35K | ﹤0.01% | 677 |
|