Berman Capital Advisors’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $328K | Buy |
527
+50
| +10% | +$31.1K | 0.05% | 182 |
|
|
2021
Q2 | $318K | Hold |
477
| – | – | 0.05% | 176 |
|
|
2021
Q1 | $298K | Buy |
477
+28
| +6% | +$17.5K | 0.06% | 147 |
|
|
2020
Q4 | $270K | Sell |
449
-1
| -0.2% | -$601 | 0.06% | 131 |
|
|
2020
Q3 | $233K | Buy |
450
+410
| +1,025% | +$212K | 0.07% | 136 |
|
|
2020
Q2 | $19K | Buy |
40
+32
| +400% | +$15.2K | 0.01% | 571 |
|
|
2020
Q1 | $4K | Sell |
8
-2
| -20% | -$1K | ﹤0.01% | 987 |
|
|
2019
Q4 | $7K | Hold |
10
| – | – | ﹤0.01% | 897 |
|
|
2019
Q3 | $7K | Hold |
10
| – | – | ﹤0.01% | 865 |
|
|
2019
Q2 | $6K | Buy |
10
+1
| +11% | +$600 | ﹤0.01% | 926 |
|
|
2019
Q1 | $5K | Buy |
9
+5
| +125% | +$2.78K | ﹤0.01% | 892 |
|
|
2018
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 922 |
|