Global Retirement Partners’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-34
| Closed | -$28K | – | 3082 |
|
|
2022
Q2 | $28K | Buy |
34
+1
| +3% | +$824 | ﹤0.01% | 1219 |
|
|
2022
Q1 | $27K | Buy |
+33
| New | +$27K | ﹤0.01% | 1241 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$21K | – | 1992 |
|
|
2021
Q3 | $21K | Hold |
33
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q2 | $22K | Hold |
33
| – | – | ﹤0.01% | 1161 |
|
|
2021
Q1 | $21K | Buy |
+33
| New | +$21K | ﹤0.01% | 1095 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$8K | – | 1717 |
|
|
2019
Q4 | $8K | Hold |
10
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q3 | $8K | Hold |
10
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q2 | $7K | Hold |
10
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q1 | $6K | Hold |
10
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q4 | $6K | Hold |
10
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q3 | $7K | Hold |
10
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q2 | $6K | Hold |
10
| – | – | ﹤0.01% | 1177 |
|
|
2018
Q1 | $6K | Hold |
10
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q4 | $6K | Sell |
10
-2
| -17% | -$1.2K | ﹤0.01% | 1088 |
|
|
2017
Q3 | $7K | Hold |
12
| – | – | ﹤0.01% | 947 |
|
|
2017
Q2 | $7K | Buy |
12
+2
| +20% | +$1.17K | ﹤0.01% | 880 |
|
|
2017
Q1 | $6K | Buy |
10
+2
| +25% | +$1.2K | ﹤0.01% | 890 |
|
|
2016
Q4 | $5K | Buy |
+8
| New | +$5K | ﹤0.01% | 865 |
|