Cetera Investment Advisers’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 |
-1,070
| Closed | -$898K | – | 2190 |
|
|
2022
Q3 | $898K | Sell |
1,070
-1
| -0.1% | -$839 | 0.02% | 767 |
|
|
2022
Q2 | $892K | Sell |
1,071
-881
| -45% | -$737K | 0.01% | 840 |
|
|
2022
Q1 | $1.65M | Buy |
1,952
+114
| +6% | +$79K | 0.02% | 630 |
|
|
2021
Q4 | $1.23M | Buy |
1,838
+1,327
| +260% | +$884K | 0.02% | 733 |
|
|
2021
Q3 | $319K | Buy |
511
+21
| +4% | +$13.9K | 0.01% | 1403 |
|
|
2021
Q2 | $327K | Buy |
+490
| New | +$337K | 0.01% | 1368 |
|
|
2021
Q1 | – | Sell |
-459
| Closed | -$277K | – | 1735 |
|
|
2020
Q4 | $277K | Buy |
+459
| New | +$268K | 0.01% | 1282 |
|