J.P. Morgan Private Wealth Advisors’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,793
| Closed | -$1.51M | – | 2029 |
|
|
2022
Q3 | $1.51M | Buy |
1,793
+15
| +0.8% | +$12.6K | ﹤0.01% | 954 |
|
|
2022
Q2 | $1.48M | Sell |
1,778
-527
| -23% | -$439K | ﹤0.01% | 952 |
|
|
2022
Q1 | $1.95M | Sell |
2,305
-573
| -20% | -$485K | ﹤0.01% | 913 |
|
|
2021
Q4 | $1.92M | Sell |
2,878
-11
| -0.4% | -$7.34K | ﹤0.01% | 927 |
|
|
2021
Q3 | $1.8M | Sell |
2,889
-2
| -0.1% | -$1.25K | ﹤0.01% | 938 |
|
|
2021
Q2 | $1.93M | Buy |
2,891
+806
| +39% | +$538K | 0.01% | 897 |
|
|
2021
Q1 | $1.31M | Sell |
2,085
-102
| -5% | -$63.9K | ﹤0.01% | 922 |
|
|
2020
Q4 | $1.32M | Sell |
2,187
-68
| -3% | -$41K | ﹤0.01% | 893 |
|
|
2020
Q3 | $1.17M | Buy |
2,255
+86
| +4% | +$44.8K | ﹤0.01% | 826 |
|
|
2020
Q2 | $1.06M | Sell |
2,169
-1,582
| -42% | -$774K | ﹤0.01% | 789 |
|
|
2020
Q1 | $2.07M | Buy |
3,751
+123
| +3% | +$67.9K | 0.01% | 535 |
|
|
2019
Q4 | $2.9M | Hold |
3,628
| – | – | 0.01% | 539 |
|
|
2019
Q3 | $2.89M | Buy |
3,628
+289
| +9% | +$231K | 0.02% | 515 |
|
|
2019
Q2 | $2.27M | Buy |
+3,339
| New | +$2.27M | 0.01% | 565 |
|