SDAM
Shulman DeMeo Asset Management’s AllianceBernstein AB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
14,115
+49
| +0.3% | +$2K | 0.14% | 55 |
|
|
2025
Q1 | $539K | Buy |
14,066
+231
| +2% | +$8.85K | 0.15% | 59 |
|
|
2024
Q4 | $513K | Buy |
13,835
+166
| +1% | +$6.16K | 0.14% | 61 |
|
|
2024
Q3 | $477K | Buy |
13,669
+159
| +1% | +$5.55K | 0.12% | 75 |
|
|
2024
Q2 | $457K | Buy |
13,510
+163
| +1% | +$5.51K | 0.12% | 69 |
|
|
2024
Q1 | $464K | Buy |
13,347
+171
| +1% | +$5.94K | 0.12% | 75 |
|
|
2023
Q4 | $409K | Buy |
13,176
+166
| +1% | +$5.15K | 0.12% | 80 |
|
|
2023
Q3 | $395K | Buy |
13,010
+142
| +1% | +$4.31K | 0.13% | 72 |
|
|
2023
Q2 | $414K | Buy |
12,868
+137
| +1% | +$4.41K | 0.12% | 75 |
|
|
2023
Q1 | $465K | Buy |
12,731
+137
| +1% | +$5.01K | 0.15% | 64 |
|
|
2022
Q4 | $433K | Buy |
12,594
+106
| +0.8% | +$3.64K | 0.14% | 75 |
|
|
2022
Q3 | $438K | Buy |
12,488
+107
| +0.9% | +$3.75K | 0.16% | 60 |
|
|
2022
Q2 | $515K | Buy |
12,381
+135
| +1% | +$5.62K | 0.17% | 58 |
|
|
2022
Q1 | $576K | Buy |
12,246
+176
| +1% | +$8.28K | 0.16% | 60 |
|
|
2021
Q4 | $589K | Buy |
+12,070
| New | +$589K | 0.15% | 58 |
|
|
2021
Q3 | – | Sell |
-13,169
| Closed | -$613K | – | 86 |
|
|
2021
Q2 | $613K | Buy |
13,169
+109
| +0.8% | +$5.07K | 0.24% | 22 |
|
|
2021
Q1 | $522K | Buy |
13,060
+117
| +0.9% | +$4.68K | 0.14% | 72 |
|
|
2020
Q4 | $437K | Sell |
12,943
-389
| -3% | -$13.1K | 0.12% | 81 |
|
|
2020
Q3 | $360K | Buy |
13,332
+120
| +0.9% | +$3.24K | 0.12% | 79 |
|
|
2020
Q2 | $360K | Buy |
13,212
+139
| +1% | +$3.79K | 0.14% | 75 |
|
|
2020
Q1 | $243K | Buy |
13,073
+150
| +1% | +$2.79K | 0.11% | 80 |
|
|
2019
Q4 | $391K | Buy |
12,923
+111
| +0.9% | +$3.36K | 0.14% | 81 |
|
|
2019
Q3 | $376K | Buy |
12,812
+100
| +0.8% | +$2.94K | 0.13% | 81 |
|
|
2019
Q2 | $378K | Buy |
12,712
+85
| +0.7% | +$2.53K | 0.14% | 78 |
|
|
2019
Q1 | $365K | Buy |
12,627
+107
| +0.9% | +$3.09K | 0.14% | 74 |
|
|
2018
Q4 | $342K | Buy |
+12,520
| New | +$342K | 0.19% | 45 |
|