Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,000
| Closed | -$37K | – | 1637 |
|
|
2020
Q3 | $37K | Sell |
5,000
-5,500
| -52% | -$40.7K | ﹤0.01% | 716 |
|
|
2020
Q2 | $7K | Hold |
10,500
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q1 | $3K | Sell |
10,500
-14,300
| -58% | -$4.09K | ﹤0.01% | 1339 |
|
|
2019
Q4 | $16K | Hold |
24,800
| – | – | ﹤0.01% | 955 |
|
|
2019
Q3 | $14K | Buy |
24,800
+8,300
| +50% | +$4.69K | ﹤0.01% | 924 |
|
|
2019
Q2 | $13K | Hold |
16,500
| – | – | ﹤0.01% | 946 |
|
|
2019
Q1 | $16K | Hold |
16,500
| – | – | ﹤0.01% | 826 |
|
|
2018
Q4 | $14K | Sell |
16,500
-35,000
| -68% | -$29.7K | ﹤0.01% | 786 |
|
|
2018
Q3 | $84K | Sell |
51,500
-1,700
| -3% | -$2.77K | 0.01% | 433 |
|
|
2018
Q2 | $112K | Buy |
53,200
+34,500
| +184% | +$72.6K | 0.02% | 379 |
|
|
2018
Q1 | $56K | Hold |
18,700
| – | – | 0.01% | 468 |
|
|
2017
Q4 | $85K | Buy |
18,700
+4,000
| +27% | +$18.2K | 0.01% | 373 |
|
|
2017
Q3 | $82K | Buy |
+14,700
| New | +$82K | 0.02% | 320 |
|