Sheets Smith Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,962
| Closed | -$735K | – | 310 |
|
|
2022
Q3 | $735K | Sell |
20,962
-2,058
| -9% | -$72.2K | 0.12% | 151 |
|
|
2022
Q2 | $957K | Sell |
23,020
-30,100
| -57% | -$1.25M | 0.16% | 133 |
|
|
2022
Q1 | $2.5M | Buy |
53,120
+400
| +0.8% | +$18.8K | 0.34% | 73 |
|
|
2021
Q4 | $2.58M | Buy |
52,720
+6,420
| +14% | +$314K | 0.32% | 75 |
|
|
2021
Q3 | $2.3M | Buy |
+46,300
| New | +$2.3M | 0.31% | 80 |
|