SWM
Y
Salvus Wealth Management’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-464
| Closed | -$389K | – | 104 |
|
|
2022
Q3 | $389K | Sell |
464
-16
| -3% | -$13.4K | 0.37% | 69 |
|
|
2022
Q2 | $400K | Sell |
480
-10
| -2% | -$8.33K | 0.36% | 70 |
|
|
2022
Q1 | $415K | Sell |
490
-10
| -2% | -$8.47K | 0.32% | 75 |
|
|
2021
Q4 | $334K | Buy |
500
+43
| +9% | +$28.7K | 0.24% | 82 |
|
|
2021
Q3 | $285K | Hold |
457
| – | – | 0.23% | 81 |
|
|
2021
Q2 | $310K | Sell |
457
-80
| -15% | -$54.3K | 0.26% | 76 |
|
|
2021
Q1 | $355K | Sell |
537
-8
| -1% | -$5.29K | 0.33% | 68 |
|
|
2020
Q4 | $344K | Buy |
+545
| New | +$344K | 0.37% | 66 |
|