Guardian Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-296
| Closed | -$10.3K | – | 230 |
|
|
2024
Q3 | $10.3K | Sell |
296
-354
| -54% | -$12.4K | 0.01% | 170 |
|
|
2024
Q2 | $22K | Buy |
650
+9
| +1% | +$304 | 0.02% | 134 |
|
|
2024
Q1 | $22.3K | Sell |
641
-946
| -60% | -$32.9K | 0.02% | 133 |
|
|
2023
Q4 | $49.2K | Sell |
1,587
-233
| -13% | -$7.23K | 0.04% | 106 |
|
|
2023
Q3 | $55.2K | Sell |
1,820
-130
| -7% | -$3.95K | 0.05% | 102 |
|
|
2023
Q2 | $62.7K | Buy |
1,950
+12
| +0.6% | +$386 | 0.06% | 100 |
|
|
2023
Q1 | $70.8K | Buy |
1,938
+8
| +0.4% | +$292 | 0.07% | 98 |
|
|
2022
Q4 | $66.3K | Buy |
1,930
+15
| +0.8% | +$516 | 0.07% | 105 |
|
|
2022
Q3 | $67K | Buy |
1,915
+11
| +0.6% | +$385 | 0.08% | 94 |
|
|
2022
Q2 | $79K | Buy |
1,904
+15
| +0.8% | +$622 | 0.09% | 90 |
|
|
2022
Q1 | $89K | Buy |
1,889
+27
| +1% | +$1.27K | 0.09% | 95 |
|
|
2021
Q4 | $91K | Buy |
+1,862
| New | +$91K | 0.09% | 91 |
|