Spire 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 |
-116
| Closed | -$97K | – | 2444 |
|
|
2022
Q3 | $97K | Sell |
116
-506
| -81% | -$423K | 0.01% | 719 |
|
|
2022
Q2 | $518K | Sell |
622
-185
| -23% | -$154K | 0.02% | 464 |
|
|
2022
Q1 | $684K | Sell |
807
-1,207
| -60% | -$1.02M | 0.02% | 484 |
|
|
2021
Q4 | $1.35M | Buy |
2,014
+1,236
| +159% | +$825K | 0.03% | 393 |
|
|
2021
Q3 | $486K | Hold |
778
| – | – | 0.01% | 596 |
|
|
2021
Q2 | $519K | Sell |
778
-1,268
| -62% | -$846K | 0.01% | 598 |
|
|
2021
Q1 | $1.3M | Buy |
+2,046
| New | +$1.3M | 0.03% | 372 |
|