Creative Planning’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 |
|
|||||
|
2022
Q3 | $1.4M | Buy |
|
|||||
|
2022
Q2 | $1.21M | Buy |
|
|||||
|
2022
Q1 | $1.2M | Buy |
|
|||||
|
2021
Q4 | $935K | Sell |
|
|||||
|
2021
Q3 | $902K | Buy |
|
|||||
|
2021
Q2 | $574K | Sell |
|
|||||
|
2021
Q1 | $1.21M | Sell |
|
|||||
|
2020
Q4 | $1.17M | Buy |
|
|||||
|
2020
Q3 | $756K | Buy |
|
|||||
|
2020
Q2 | $697K | Sell |
|
|||||
|
2020
Q1 | $815K | Buy |
|
|||||
|
2019
Q4 | $1.16M | Sell |
|
|||||
|
2019
Q3 | $1.17M | Sell |
|
|||||
|
2019
Q2 | $1.36M | Sell |
|
|||||
|
2019
Q1 | $1.23M | Sell |
|
|||||
|
2018
Q4 | $1.3M | Sell |
|
|||||
|
2018
Q3 | $1.37M | Buy |
|
|||||
|
2018
Q2 | $1.21M | Sell |
|
|||||
|
2018
Q1 | $1.31M | Buy |
|
|||||
|
2017
Q4 | $1.27M | Sell |
|
|||||
|
2017
Q3 | $1.28M | Sell |
|
|||||
|
2017
Q2 | $1.4M | Buy |
|
|||||
|
2017
Q1 | $1.43M | Buy |
|
|||||
|
2016
Q4 | $818K | Sell |
|
|||||
|
2016
Q3 | $743K | Buy |
|
|||||
|
2016
Q2 | $724K | Buy |
|
|||||
|
2016
Q1 | $649K | Sell |
|
|||||
|
2015
Q4 | $653K | Buy |
|
|||||
|
2015
Q3 | $585K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $586K | Buy |
|
|||||
|
2014
Q4 | $503K | Hold |
|
|||||
|
2014
Q3 | $454K | Hold |
|
|||||
|
2014
Q2 | $475K | Hold |
|
|||||
|
2014
Q1 | $442K | Buy |
|
|||||
|
2013
Q4 | $215K | Hold |
|
|||||
|
2013
Q3 | $220K | Hold |
|
|||||
|
2013
Q2 | $206K | Buy |
|