Meridian Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,275
| Closed | -$248K | – | 557 |
|
|
2022
Q1 | $248K | Buy |
5,275
+323
| +7% | +$15.2K | 0.03% | 343 |
|
|
2021
Q4 | $242K | Buy |
+4,952
| New | +$242K | 0.03% | 357 |
|
|
2020
Q1 | – | Sell |
-7,155
| Closed | -$216K | – | 202 |
|
|
2019
Q4 | $216K | Hold |
7,155
| – | – | 0.1% | 187 |
|
|
2019
Q3 | $210K | Sell |
7,155
-660
| -8% | -$19.4K | 0.1% | 191 |
|
|
2019
Q2 | $2.32K | Sell |
7,815
-100
| -1% | -$30 | 0.09% | 182 |
|
|
2019
Q1 | $229K | Buy |
7,915
+355
| +5% | +$10.3K | 0.1% | 169 |
|
|
2018
Q4 | $207K | Buy |
7,560
+500
| +7% | +$13.7K | 0.12% | 147 |
|
|
2018
Q3 | $215K | Buy |
+7,060
| New | +$215K | 0.09% | 156 |
|