Carson Wealth (CWM LLC)’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-44
| Closed | -$37K | – | 4386 |
|
|
2022
Q3 | $37K | Buy |
44
+31
| +238% | +$26.1K | ﹤0.01% | 1821 |
|
|
2022
Q2 | $11K | Buy |
13
+7
| +117% | +$5.92K | ﹤0.01% | 2548 |
|
|
2022
Q1 | $5K | Buy |
6
+2
| +50% | +$1.67K | ﹤0.01% | 2884 |
|
|
2021
Q4 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 3056 |
|
|
2021
Q2 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2021
Q1 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2020
Q4 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2020
Q3 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2020
Q2 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2020
Q1 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2019
Q4 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2019
Q3 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2019
Q2 | $8K | Hold |
12
| – | – | ﹤0.01% | 2214 |
|
|
2019
Q1 | $8K | Buy |
12
+6
| +100% | +$4K | ﹤0.01% | 2214 |
|
|
2018
Q4 | $4K | Buy |
6
+1
| +20% | +$667 | ﹤0.01% | 1621 |
|
|
2018
Q3 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 1481 |
|
|
2014
Q1 | – | Sell |
-24
| Closed | -$10K | – | 478 |
|
|
2013
Q4 | $10K | Hold |
24
| – | – | ﹤0.01% | 413 |
|
|
2013
Q3 | $10K | Buy |
+24
| New | +$10K | ﹤0.01% | 321 |
|