AllSquare Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-463
| Closed | -$16.1K | – | 546 |
|
|
2023
Q2 | $16.1K | Sell |
463
-478
| -51% | -$16.6K | 0.01% | 323 |
|
|
2023
Q1 | $34.4K | Hold |
941
| – | – | 0.02% | 253 |
|
|
2022
Q4 | $32.3K | Hold |
941
| – | – | 0.02% | 241 |
|
|
2022
Q3 | $33K | Buy |
941
+265
| +39% | +$9.29K | 0.02% | 232 |
|
|
2022
Q2 | $28K | Hold |
676
| – | – | 0.02% | 260 |
|
|
2022
Q1 | $32K | Hold |
676
| – | – | 0.02% | 264 |
|
|
2021
Q4 | $33K | Buy |
+676
| New | +$33K | 0.02% | 267 |
|