CW
Y
Cobiz Wealth’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-418
| Closed | -$207K | – | 146 |
|
|
2016
Q1 | $207K | Buy |
+418
| New | +$207K | 0.05% | 139 |
|
|
2015
Q4 | – | Sell |
-469
| Closed | -$220K | – | 147 |
|
|
2015
Q3 | $220K | Hold |
469
| – | – | 0.05% | 132 |
|
|
2015
Q2 | $220K | Hold |
469
| – | – | 0.05% | 132 |
|
|
2015
Q1 | $228K | Hold |
469
| – | – | 0.05% | 122 |
|
|
2014
Q4 | $217K | Buy |
+469
| New | +$217K | 0.05% | 126 |
|
|
2014
Q3 | – | Sell |
-509
| Closed | -$223K | – | 129 |
|
|
2014
Q2 | $223K | Buy |
+509
| New | +$223K | 0.05% | 120 |
|