AWM
Y
Avior Wealth Management’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-670
| Closed | -$558K | – | 1352 |
|
|
2022
Q2 | $558K | Hold |
670
| – | – | 0.06% | 239 |
|
|
2022
Q1 | $567K | Sell |
670
-380
| -36% | -$322K | 0.05% | 269 |
|
|
2021
Q4 | $700K | Hold |
1,050
| – | – | 0.06% | 257 |
|
|
2021
Q3 | $655K | Sell |
1,050
-100
| -9% | -$62.4K | 0.05% | 256 |
|
|
2021
Q2 | $767K | Buy |
1,150
+300
| +35% | +$200K | 0.08% | 216 |
|
|
2021
Q1 | $532K | Hold |
850
| – | – | 0.06% | 288 |
|
|
2020
Q4 | $513K | Hold |
850
| – | – | 0.06% | 260 |
|
|
2020
Q3 | $442K | Buy |
850
+40
| +5% | +$20.8K | 0.06% | 260 |
|
|
2020
Q2 | $396K | Buy |
810
+240
| +42% | +$117K | 0.06% | 283 |
|
|
2020
Q1 | $314K | Buy |
+570
| New | +$314K | 0.06% | 264 |
|