Spire Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-622
| Closed | -$21K | – | 2472 |
|
|
2022
Q4 | $21K | Sell |
622
-83
| -12% | -$2.8K | ﹤0.01% | 1342 |
|
|
2022
Q3 | $25K | Sell |
705
-700
| -50% | -$24.8K | ﹤0.01% | 1231 |
|
|
2022
Q2 | $58K | Sell |
1,405
-100
| -7% | -$4.13K | ﹤0.01% | 1228 |
|
|
2022
Q1 | $71K | Sell |
1,505
-125
| -8% | -$5.9K | ﹤0.01% | 1304 |
|
|
2021
Q4 | $80K | Buy |
1,630
+230
| +16% | +$11.3K | ﹤0.01% | 1503 |
|
|
2021
Q3 | $69K | Hold |
1,400
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q2 | $65K | Sell |
1,400
-325
| -19% | -$15.1K | ﹤0.01% | 1371 |
|
|
2021
Q1 | $69K | Buy |
+1,725
| New | +$69K | ﹤0.01% | 1562 |
|