KMG Fiduciary Partners’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 |
-46,433
| Closed | -$1.62M | – | 271 |
|
|
2024
Q3 | $1.62M | Buy |
46,433
+2,019
| +5% | +$70.4K | 0.14% | 140 |
|
|
2024
Q2 | $1.5M | Buy |
44,414
+2,502
| +6% | +$84.5K | 0.15% | 120 |
|
|
2024
Q1 | $1.46M | Buy |
41,912
+1,807
| +5% | +$62.8K | 0.15% | 124 |
|
|
2023
Q4 | $1.24M | Buy |
+40,105
| New | +$1.24M | 0.14% | 131 |
|