Carson Wealth (CWM LLC)’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 |
-44
| Closed | -$37K | – | 4402 |
|
|
2022
Q3 | $37K | Buy |
44
+31
| +238% | +$26K | ﹤0.01% | 1823 |
|
|
2022
Q2 | $11K | Buy |
13
+7
| +117% | +$5.86K | ﹤0.01% | 2551 |
|
|
2022
Q1 | $5K | Buy |
6
+2
| +50% | +$1.39K | ﹤0.01% | 2893 |
|
|
2021
Q4 | $3K | Buy |
+4
| New | +$2.67K | ﹤0.01% | 3067 |
|
|
2021
Q2 | $8K | Hold |
12
| – | – | ﹤0.01% | 2221 |
|
|
2021
Q1 | $8K | Hold |
12
| – | – | ﹤0.01% | 2220 |
|
|
2020
Q4 | $8K | Hold |
12
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q3 | $8K | Hold |
12
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q2 | $8K | Hold |
12
| – | – | ﹤0.01% | 2218 |
|
|
2020
Q1 | $8K | Hold |
12
| – | – | ﹤0.01% | 2218 |
|
|
2019
Q4 | $8K | Hold |
12
| – | – | ﹤0.01% | 2218 |
|
|
2019
Q3 | $8K | Hold |
12
| – | – | ﹤0.01% | 2217 |
|
|
2019
Q2 | $8K | Hold |
12
| – | – | ﹤0.01% | 2217 |
|
|
2019
Q1 | $8K | Buy |
12
+6
| +100% | +$3.75K | ﹤0.01% | 2217 |
|
|
2018
Q4 | $4K | Buy |
6
+1
| +20% | +$616 | ﹤0.01% | 1627 |
|
|
2018
Q3 | $3K | Buy |
+5
| New | +$3.13K | ﹤0.01% | 1485 |
|
|
2014
Q1 | – | Sell |
-24
| Closed | -$10K | – | 527 |
|
|
2013
Q4 | $10K | Hold |
24
| – | – | ﹤0.01% | 452 |
|
|
2013
Q3 | $10K | Buy |
+24
| New | +$9.58K | ﹤0.01% | 321 |
|
Other funds holding Y
Carson Wealth (CWM LLC)'s Y Position: Q4 2022 in Review
Carson Wealth (CWM LLC) sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 44 shares — an estimated $37K sold.
Carson Wealth (CWM LLC) first reported a position in Y in Q3 2013 and held it in 18 quarters. The position peaked at $37K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.
- Carson Wealth (CWM LLC) reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 44 Alleghany Corp shares in Q4 2022, an estimated $37K.
- Carson Wealth (CWM LLC) first reported a position in Alleghany Corp in Q3 2013 and held it in 18 quarters.
- Carson Wealth (CWM LLC)'s Alleghany Corp position peaked at $37K in Q3 2022.
- 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.