LWMM
Y
Legacy Wealth Management (Mississippi)’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$588K | – | 77 |
|
|
2022
Q3 | $588K | Hold |
700
| – | – | 0.4% | 52 |
|
|
2022
Q2 | $583K | Hold |
700
| – | – | 0.35% | 59 |
|
|
2022
Q1 | $593K | Buy |
700
+9
| +1% | +$7.62K | 0.31% | 67 |
|
|
2021
Q4 | $461K | Buy |
691
+6
| +0.9% | +$4.01K | 0.24% | 76 |
|
|
2021
Q3 | $428K | Hold |
685
| – | – | 0.23% | 79 |
|
|
2021
Q2 | $457K | Hold |
685
| – | – | 0.25% | 74 |
|
|
2021
Q1 | $429K | Hold |
685
| – | – | 0.26% | 72 |
|
|
2020
Q4 | $414K | Hold |
685
| – | – | 0.26% | 72 |
|
|
2020
Q3 | $357K | Buy |
+685
| New | +$357K | 0.25% | 80 |
|