MorganRosel Wealth Management’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,989
| Closed | -$603K | – | 90 |
|
|
2022
Q2 | $603K | Sell |
17,989
-86
| -0.5% | -$2.88K | 0.32% | 56 |
|
|
2022
Q1 | $786K | Sell |
18,075
-4,153
| -19% | -$181K | 0.38% | 54 |
|
|
2021
Q4 | $1.06M | Buy |
22,228
+2,435
| +12% | +$116K | 0.51% | 35 |
|
|
2021
Q3 | $1.01M | Buy |
19,793
+479
| +2% | +$24.4K | 0.55% | 29 |
|
|
2021
Q2 | $963K | Buy |
19,314
+665
| +4% | +$33.2K | 0.54% | 35 |
|
|
2021
Q1 | $843K | Buy |
+18,649
| New | +$843K | 0.53% | 39 |
|