MWM
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Minot Wealth Management’s AllianceBernstein AB Stock Holding History

Minot Wealth Management’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$291K Buy
7,000
+2,000
+40% +$83.1K 0.07% 150
2022
Q1 		$235K Hold
5,000
– – 0.05% 177
2021
Q4 		$244K Hold
5,000
– – 0.05% 171
2021
Q3 		$248K Hold
5,000
– – 0.05% 175
2021
Q2 		$229K Buy
+5,000
New +$229K 0.05% 182