Clearview Wealth Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,356
| Closed | -$108K | – | 118 |
|
|
2023
Q2 | $108K | Buy |
3,356
+65
| +2% | +$2.09K | 0.11% | 133 |
|
|
2023
Q1 | $120K | Buy |
3,291
+64
| +2% | +$2.34K | 0.12% | 133 |
|
|
2022
Q4 | $111K | Buy |
3,227
+49
| +2% | +$1.69K | 0.09% | 110 |
|
|
2022
Q3 | $111K | Sell |
3,178
-211
| -6% | -$7.37K | 0.09% | 104 |
|
|
2022
Q2 | $141K | Buy |
3,389
+71
| +2% | +$2.95K | 0.11% | 95 |
|
|
2022
Q1 | $156K | Buy |
3,318
+91
| +3% | +$4.28K | 0.1% | 98 |
|
|
2021
Q4 | $158K | Buy |
3,227
+50
| +2% | +$2.45K | 0.1% | 121 |
|
|
2021
Q3 | $158K | Buy |
3,177
+57
| +2% | +$2.84K | 0.1% | 128 |
|
|
2021
Q2 | $145K | Buy |
3,120
+55
| +2% | +$2.56K | 0.09% | 129 |
|
|
2021
Q1 | $123K | Sell |
3,065
-1,417
| -32% | -$56.9K | 0.08% | 141 |
|
|
2020
Q4 | $151K | Buy |
+4,482
| New | +$151K | 0.1% | 116 |
|