MWC
Y
MBM Wealth Consultants’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12
| Closed | -$13K | – | 319 |
|
|
2022
Q1 | $13K | Sell |
12
-421
| -97% | -$456K | 0.01% | 234 |
|
|
2021
Q4 | $289K | Buy |
433
+58
| +15% | +$38.7K | 0.12% | 81 |
|
|
2021
Q3 | $234K | Buy |
375
+31
| +9% | +$19.3K | 0.11% | 87 |
|
|
2021
Q2 | $229K | Buy |
344
+15
| +5% | +$9.99K | 0.11% | 89 |
|
|
2021
Q1 | $206K | Buy |
329
+33
| +11% | +$20.7K | 0.1% | 86 |
|
|
2020
Q4 | $178K | Buy |
296
+15
| +5% | +$9.02K | 0.1% | 88 |
|
|
2020
Q3 | $146K | Buy |
+281
| New | +$146K | 0.09% | 84 |
|