Lake Street Advisors Group’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-349
| Closed | -$279K | – | 292 |
|
|
2019
Q4 | $279K | Buy |
+349
| New | +$279K | 0.03% | 198 |
|
|
2019
Q3 | – | Sell |
-406
| Closed | -$277K | – | 244 |
|
|
2019
Q2 | $277K | Sell |
406
-76
| -16% | -$51.9K | 0.03% | 163 |
|
|
2019
Q1 | $295K | Buy |
+482
| New | +$295K | 0.03% | 157 |
|
|
2018
Q3 | – | Sell |
-1,727
| Closed | -$993K | – | 317 |
|
|
2018
Q2 | $993K | Hold |
1,727
| – | – | 0.1% | 78 |
|
|
2018
Q1 | $1.06M | Buy |
+1,727
| New | +$1.06M | 0.12% | 61 |
|