VAFP
Vahanian & Associates Financial Planning’s Alto Ingredients ALTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $152K | Sell |
57,000
-2,500
| -4% | -$6.65K | 0.6% | 46 |
|
|
2023
Q3 | $263K | Sell |
59,500
-2,000
| -3% | -$8.84K | 0.84% | 43 |
|
|
2023
Q2 | $178K | Hold |
61,500
| – | – | 0.56% | 51 |
|
|
2023
Q1 | $92.3K | Sell |
61,500
-104,357
| -63% | -$157K | 0.26% | 72 |
|
|
2022
Q4 | $478K | Buy |
165,857
+3,500
| +2% | +$10.1K | 1.56% | 22 |
|
|
2022
Q3 | $591K | Sell |
162,357
-11,900
| -7% | -$43.3K | 2.04% | 16 |
|
|
2022
Q2 | $646K | Sell |
174,257
-29,600
| -15% | -$110K | 2.78% | 8 |
|
|
2022
Q1 | $1.39M | Sell |
203,857
-66,720
| -25% | -$455K | 3.21% | 7 |
|
|
2021
Q4 | $1.3M | Buy |
+270,577
| New | +$1.3M | 1.05% | 21 |
|