Jamison Private 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 |
-437
| Closed | -$15.2K | – | 202 |
|
|
2024
Q3 | $15.2K | Buy |
437
+9
| +2% | +$314 | ﹤0.01% | 322 |
|
|
2024
Q2 | $14.5K | Buy |
428
+9
| +2% | +$304 | ﹤0.01% | 305 |
|
|
2024
Q1 | $14.6K | Buy |
419
+9
| +2% | +$313 | ﹤0.01% | 313 |
|
|
2023
Q4 | $12.7K | Sell |
410
-888
| -68% | -$27.5K | ﹤0.01% | 292 |
|
|
2023
Q3 | $39.4K | Buy |
+1,298
| New | +$39.4K | 0.01% | 237 |
|