TWA
Y
TCI Wealth Advisors’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14
| Closed | -$12K | – | 2714 |
|
|
2022
Q3 | $12K | Buy |
14
+7
| +100% | +$6K | ﹤0.01% | 947 |
|
|
2022
Q2 | $6K | Buy |
7
+2
| +40% | +$1.71K | ﹤0.01% | 1432 |
|
|
2022
Q1 | $4K | Hold |
5
| – | – | ﹤0.01% | 1842 |
|
|
2021
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 2061 |
|
|
2021
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 2058 |
|
|
2021
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 1892 |
|
|
2021
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 1612 |
|
|
2020
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1138 |
|
|
2020
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 1155 |
|
|
2020
Q1 | $3K | Sell |
5
-7
| -58% | -$4.2K | ﹤0.01% | 935 |
|
|
2019
Q4 | $10K | Buy |
12
+7
| +140% | +$5.83K | ﹤0.01% | 712 |
|
|
2019
Q3 | $4K | Hold |
5
| – | – | ﹤0.01% | 907 |
|
|
2019
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 947 |
|
|
2019
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 961 |
|
|
2018
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 927 |
|
|
2018
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 961 |
|
|
2018
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 994 |
|
|
2018
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 896 |
|
|
2017
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 948 |
|
|
2017
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 890 |
|
|
2017
Q2 | $3K | Sell |
5
-2
| -29% | -$1.2K | ﹤0.01% | 927 |
|
|
2017
Q1 | $4K | Hold |
7
| – | – | ﹤0.01% | 800 |
|
|
2016
Q4 | $4K | Hold |
7
| – | – | ﹤0.01% | 863 |
|
|
2016
Q3 | $4K | Hold |
7
| – | – | ﹤0.01% | 819 |
|
|
2016
Q2 | $4K | Hold |
7
| – | – | ﹤0.01% | 805 |
|
|
2016
Q1 | $3K | Hold |
7
| – | – | ﹤0.01% | 883 |
|
|
2015
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 830 |
|
|
2015
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 753 |
|
|
2015
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 763 |
|
|
2015
Q1 | $3K | Hold |
7
| – | – | ﹤0.01% | 698 |
|
|
2014
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 697 |
|
|
2014
Q3 | $3K | Sell |
7
-10
| -59% | -$4.29K | ﹤0.01% | 696 |
|
|
2014
Q2 | $7K | Hold |
17
| – | – | ﹤0.01% | 539 |
|
|
2014
Q1 | $7K | Hold |
17
| – | – | ﹤0.01% | 500 |
|
|
2013
Q4 | $7K | Hold |
17
| – | – | ﹤0.01% | 499 |
|
|
2013
Q3 | $7K | Buy |
17
+10
| +143% | +$4.12K | 0.01% | 440 |
|
|
2013
Q2 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 553 |
|