9WM
Y
9258 Wealth Management’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-471
| Closed | -$395K | – | 346 |
|
|
2022
Q3 | $395K | Buy |
471
+6
| +1% | +$5.03K | 0.1% | 191 |
|
|
2022
Q2 | $387K | Buy |
465
+14
| +3% | +$11.7K | 0.1% | 211 |
|
|
2022
Q1 | $382K | Buy |
451
+45
| +11% | +$38.1K | 0.09% | 235 |
|
|
2021
Q4 | $271K | Hold |
406
| – | – | 0.06% | 308 |
|
|
2021
Q3 | $254K | Buy |
406
+17
| +4% | +$10.6K | 0.07% | 291 |
|
|
2021
Q2 | $259K | Buy |
389
+51
| +15% | +$34K | 0.07% | 288 |
|
|
2021
Q1 | $212K | Hold |
338
| – | – | 0.06% | 302 |
|
|
2020
Q4 | $204K | Buy |
+338
| New | +$204K | 0.07% | 288 |
|
|
2020
Q1 | – | Sell |
-363
| Closed | -$290K | – | 324 |
|
|
2019
Q4 | $290K | Buy |
+363
| New | +$290K | 0.11% | 218 |
|