Center for Financial Planning’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10
| Closed | -$8K | – | 682 |
|
|
2022
Q3 | $8K | Hold |
10
| – | – | ﹤0.01% | 387 |
|
|
2022
Q2 | $8K | Hold |
10
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $8K | Hold |
10
| – | – | ﹤0.01% | 402 |
|
|
2021
Q4 | $7K | Hold |
10
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $6K | Hold |
10
| – | – | ﹤0.01% | 407 |
|
|
2021
Q2 | $7K | Sell |
10
-7
| -41% | -$4.9K | ﹤0.01% | 405 |
|
|
2021
Q1 | $11K | Buy |
17
+10
| +143% | +$6.47K | ﹤0.01% | 378 |
|
|
2020
Q4 | $4K | Hold |
7
| – | – | ﹤0.01% | 414 |
|
|
2020
Q3 | $4K | Hold |
7
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $4K | Hold |
7
| – | – | ﹤0.01% | 447 |
|
|
2019
Q4 | $6K | Buy |
+7
| New | +$6K | ﹤0.01% | 360 |
|