Financial Architects (New Jersey)’s Alleghany Corp Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-105
| Closed | -$51K | – | 818 |
|
|
2020
Q2 | $51K | Hold |
105
| – | – | 0.01% | 418 |
|
|
2020
Q1 | $58K | Hold |
105
| – | – | 0.02% | 370 |
|
|
2019
Q4 | $84K | Hold |
105
| – | – | 0.02% | 352 |
|
|
2019
Q3 | $84K | Hold |
105
| – | – | 0.02% | 359 |
|
|
2019
Q2 | $72K | Sell |
105
-35
| -25% | -$23.2K | 0.01% | 434 |
|
|
2019
Q1 | $85K | Hold |
140
| – | – | 0.01% | 500 |
|
|
2018
Q4 | $87K | Sell |
140
-1
| -0.7% | -$616 | 0.02% | 431 |
|
|
2018
Q3 | $92K | Sell |
141
-1
| -0.7% | -$626 | 0.02% | 489 |
|
|
2018
Q2 | $82K | Sell |
142
-1
| -0.7% | -$584 | 0.01% | 448 |
|
|
2018
Q1 | $88K | Sell |
143
-2
| -1% | -$1.21K | 0.02% | 480 |
|
|
2017
Q4 | $87K | Hold |
145
| – | – | 0.02% | 524 |
|
|
2017
Q3 | $80K | Sell |
145
-30
| -17% | -$17.5K | 0.01% | 547 |
|
|
2017
Q2 | $104K | Buy |
175
+5
| +3% | +$2.98K | 0.02% | 482 |
|
|
2017
Q1 | $105K | Sell |
170
-5
| -3% | -$3.12K | 0.02% | 465 |
|
|
2016
Q4 | $106K | Sell |
175
-27
| -13% | -$15.1K | 0.02% | 386 |
|
|
2016
Q3 | $106K | Hold |
202
| – | – | 0.03% | 385 |
|
|
2016
Q2 | $111K | Buy |
202
+40
| +25% | +$20.9K | 0.03% | 346 |
|
|
2016
Q1 | $80K | Buy |
+162
| New | +$76.6K | 0.03% | 325 |
|
|
2015
Q3 | – | Sell |
-162
| Closed | -$76K | – | 1017 |
|
|
2015
Q2 | $76K | Hold |
162
| – | – | 0.03% | 360 |
|
|
2015
Q1 | $79K | Hold |
162
| – | – | 0.03% | 324 |
|
|
2014
Q4 | $75K | Sell |
162
-8,702
| -98% | -$3.87M | 0.03% | 295 |
|
|
2014
Q3 | $408K | Buy |
8,864
+8,702
| +5,372% | +$3.72M | 0.2% | 104 |
|
|
2014
Q2 | $71K | Buy |
+162
| New | +$67.7K | 0.03% | 281 |
|
Other funds holding Y
FPP