Beacon Financial Group’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,479
| Closed | -$1.24M | – | 242 |
|
|
2022
Q3 | $1.24M | Sell |
1,479
-55
| -4% | -$46.2K | 0.19% | 114 |
|
|
2022
Q2 | $1.28M | Sell |
1,534
-34
| -2% | -$28.4K | 0.19% | 116 |
|
|
2022
Q1 | $1.33M | Buy |
1,568
+43
| +3% | +$36.4K | 0.18% | 121 |
|
|
2021
Q4 | $1.01M | Buy |
1,525
+157
| +11% | +$104K | 0.13% | 143 |
|
|
2021
Q3 | $859K | Sell |
1,368
-54
| -4% | -$33.9K | 0.12% | 149 |
|
|
2021
Q2 | $937K | Sell |
1,422
-202
| -12% | -$133K | 0.13% | 139 |
|
|
2021
Q1 | $1.02M | Hold |
1,624
| – | – | 0.16% | 126 |
|
|
2020
Q4 | $1.02M | Sell |
1,624
-63
| -4% | -$39.4K | 0.16% | 128 |
|
|
2020
Q3 | $878K | Buy |
+1,687
| New | +$878K | 0.16% | 125 |
|