USCWA
Y

U.S. Capital Wealth Advisors’s Alleghany Corp Y Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-549
Closed -$461K – 1626
2022
Q3 		$461K Hold
549
– – 0.02% 458
2022
Q2 		$457K Hold
549
– – 0.02% 486
2022
Q1 		$465K Buy
549
+10
+2% +$6.93K 0.02% 530
2021
Q4 		$360K Sell
539
-9
-2% -$6K 0.01% 571
2021
Q3 		$342K Buy
+548
New +$362K 0.01% 586

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return