BlackDiamond 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
Q4 | – | Sell |
-8,505
| Closed | -$243K | – | 138 |
|
|
2023
Q3 | $243K | Hold |
8,505
| – | – | 0.22% | 102 |
|
|
2023
Q2 | $291K | Hold |
8,505
| – | – | 0.25% | 95 |
|
|
2023
Q1 | $293K | Hold |
8,505
| – | – | 0.3% | 77 |
|
|
2022
Q4 | $323K | Hold |
8,505
| – | – | 0.37% | 70 |
|
|
2022
Q3 | $303K | Buy |
+8,505
| New | +$303K | 0.36% | 71 |
|