BerganKDV Wealth Management’s Alleghany Corp Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-86
| Closed | -$72K | – | 1132 |
|
|
2022
Q3 | $72K | Hold |
86
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $72K | Hold |
86
| – | – | 0.01% | 343 |
|
|
2022
Q1 | $73K | Hold |
86
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $57K | Hold |
86
| – | – | 0.01% | 409 |
|
|
2021
Q3 | $54K | Hold |
86
| – | – | 0.01% | 390 |
|
|
2021
Q2 | $57K | Hold |
86
| – | – | 0.01% | 374 |
|
|
2021
Q1 | $54K | Hold |
86
| – | – | 0.01% | 364 |
|
|
2020
Q4 | $52K | Hold |
86
| – | – | 0.01% | 348 |
|
|
2020
Q3 | $45K | Hold |
86
| – | – | 0.01% | 350 |
|
|
2020
Q2 | $42K | Hold |
86
| – | – | 0.01% | 370 |
|
|
2020
Q1 | $48K | Hold |
86
| – | – | 0.01% | 324 |
|
|
2019
Q4 | $69K | Buy |
+86
| New | +$67.2K | 0.01% | 316 |
|