JFS Wealth Advisors’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40
| Closed | -$34K | – | 2016 |
|
|
2022
Q3 | $34K | Hold |
40
| – | – | ﹤0.01% | 456 |
|
|
2022
Q2 | $33K | Sell |
40
-1
| -2% | -$825 | ﹤0.01% | 484 |
|
|
2022
Q1 | $35K | Buy |
41
+38
| +1,267% | +$32.4K | ﹤0.01% | 493 |
|
|
2021
Q4 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 1218 |
|