TrueWealth LLC’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $213K | Hold |
435
| – | – | 0.09% | 120 |
|
|
2020
Q1 | $240K | Sell |
435
-1
| -0.2% | -$552 | 0.12% | 107 |
|
|
2019
Q4 | $349K | Hold |
436
| – | – | 0.14% | 97 |
|
|
2019
Q3 | $348K | Hold |
436
| – | – | 0.15% | 97 |
|
|
2019
Q2 | $297K | Hold |
436
| – | – | 0.13% | 101 |
|
|
2019
Q1 | $267K | Hold |
436
| – | – | 0.12% | 105 |
|
|
2018
Q4 | $272K | Hold |
436
| – | – | 0.14% | 103 |
|
|
2018
Q3 | $285K | Hold |
436
| – | – | 0.13% | 105 |
|
|
2018
Q2 | $251K | Hold |
436
| – | – | 0.12% | 114 |
|
|
2018
Q1 | $268K | Sell |
436
-20
| -4% | -$12.3K | 0.14% | 106 |
|
|
2017
Q4 | $272K | Buy |
+456
| New | +$272K | 0.13% | 108 |
|