Total Clarity 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 |
-11,722
| Closed | -$403K | – | 177 |
|
|
2022
Q4 | $403K | Buy |
11,722
+479
| +4% | +$16.5K | 0.21% | 124 |
|
|
2022
Q3 | $394K | Buy |
11,243
+1,459
| +15% | +$51.1K | 0.25% | 119 |
|
|
2022
Q2 | $407K | Buy |
9,784
+204
| +2% | +$8.49K | 0.21% | 116 |
|
|
2022
Q1 | $450K | Buy |
9,580
+4,207
| +78% | +$198K | 0.25% | 110 |
|
|
2021
Q4 | $262K | Buy |
5,373
+2,866
| +114% | +$140K | 0.12% | 177 |
|
|
2021
Q3 | $124K | Buy |
+2,507
| New | +$124K | 0.06% | 277 |
|