9WM
Y

9258 Wealth Management’s Alleghany Corp Y Stock Holding History

9258 Wealth Management’s Portfolio Y Stock Details Y Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
2022
Q3 		$395K Buy
2022
Q2 		$387K Buy
2022
Q1 		$382K Buy
2021
Q4 		$271K Hold
2021
Q3 		$254K Buy
2021
Q2 		$259K Buy
2021
Q1 		$212K Hold
2020
Q4 		$204K Buy
2020
Q1 		– Sell
2019
Q4 		$290K Buy