IFWM
Y

Institute for Wealth Management’s Alleghany Corporation Y Stock Holding History

Institute for Wealth Management’s Portfolio Y Stock Details Y Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-770
Closed -$641K – 536
2022
Q2 		$641K Hold
770
– – 0.13% 200
2022
Q1 		$652K Buy
+770
New +$652K 0.11% 234