IFP Advisors’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$1K | – | 4662 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 4572 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 4757 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 4524 |
|
|
2022
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 4524 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4929 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4741 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4586 |
|
|
2020
Q4 | – | Sell |
-34
| Closed | -$21K | – | 4363 |
|
|
2020
Q3 | $21K | Buy |
34
+29
| +580% | +$17.9K | ﹤0.01% | 1633 |
|
|
2020
Q2 | $2K | Sell |
5
-68
| -93% | -$27.2K | ﹤0.01% | 2429 |
|
|
2020
Q1 | $40K | Buy |
73
+3
| +4% | +$1.64K | ﹤0.01% | 1225 |
|
|
2019
Q4 | $56K | Sell |
70
-104
| -60% | -$83.2K | ﹤0.01% | 1210 |
|
|
2019
Q3 | $138K | Buy |
+174
| New | +$138K | 0.01% | 907 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$8K | – | 3915 |
|
|
2018
Q3 | $8K | Sell |
12
-1
| -8% | -$667 | ﹤0.01% | 2978 |
|
|
2018
Q2 | $7K | Hold |
13
| – | – | ﹤0.01% | 3079 |
|
|
2018
Q1 | $8K | Hold |
13
| – | – | ﹤0.01% | 2960 |
|
|
2017
Q4 | $8K | Sell |
13
-6
| -32% | -$3.69K | ﹤0.01% | 2957 |
|
|
2017
Q3 | $11K | Sell |
19
-15
| -44% | -$8.68K | ﹤0.01% | 2943 |
|
|
2017
Q2 | $20K | Buy |
34
+16
| +89% | +$9.41K | ﹤0.01% | 2576 |
|
|
2017
Q1 | $11K | Hold |
18
| – | – | ﹤0.01% | 2846 |
|
|
2016
Q4 | $11K | Hold |
18
| – | – | ﹤0.01% | 2843 |
|
|
2016
Q3 | $9K | Buy |
18
+11
| +157% | +$5.5K | ﹤0.01% | 2906 |
|
|
2016
Q2 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 3274 |
|
|
2016
Q1 | – | Sell |
-3
| Closed | -$1K | – | 3655 |
|
|
2015
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 3585 |
|