Ropes Wealth Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$59K | – | 530 |
|
|
2019
Q3 | $59K | Hold |
2,000
| – | – | 0.01% | 324 |
|
|
2019
Q2 | $59K | Hold |
2,000
| – | – | 0.01% | 322 |
|
|
2019
Q1 | $58K | Hold |
2,000
| – | – | 0.02% | 311 |
|
|
2018
Q4 | $55K | Hold |
2,000
| – | – | 0.02% | 300 |
|
|
2018
Q3 | $61K | Hold |
2,000
| – | – | 0.02% | 321 |
|
|
2018
Q2 | $57K | Hold |
2,000
| – | – | 0.02% | 340 |
|
|
2018
Q1 | $54K | Hold |
2,000
| – | – | 0.01% | 327 |
|
|
2017
Q4 | $50K | Hold |
2,000
| – | – | 0.01% | 349 |
|
|
2017
Q3 | $49K | Sell |
2,000
-288
| -13% | -$7.06K | 0.01% | 334 |
|
|
2017
Q2 | $54K | Buy |
2,288
+288
| +14% | +$6.8K | 0.02% | 320 |
|
|
2017
Q1 | $46K | Buy |
+2,000
| New | +$46K | 0.01% | 339 |
|