TrueWealth LLC’s Alleghany Corp Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $213K | Hold |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $349K | Hold |
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|
2019
Q3 | $348K | Hold |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $272K | Hold |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $272K | Buy |
|