Oliver Lagore Vanvalin Investment Group’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-500
| Closed | -$15.5K | – | 727 |
|
2023
Q4 | $15.5K | Sell |
500
-437
| -47% | -$13.6K | 0.01% | 352 |
|
2023
Q3 | $28.4K | Sell |
937
-3
| -0.3% | -$91 | 0.01% | 304 |
|
2023
Q2 | $30.2K | Hold |
940
| – | – | 0.01% | 312 |
|
2023
Q1 | $34.4K | Hold |
940
| – | – | 0.01% | 223 |
|
2022
Q4 | $32.3K | Hold |
940
| – | – | 0.02% | 216 |
|
2022
Q3 | $33K | Buy |
940
+190
| +25% | +$6.67K | 0.02% | 199 |
|
2022
Q2 | $31K | Buy |
+750
| New | +$31K | 0.02% | 223 |
|