U.S. Capital Wealth Advisors’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-549
| Closed | -$461K | – | 1622 |
|
|
2022
Q3 | $461K | Hold |
549
| – | – | 0.02% | 457 |
|
|
2022
Q2 | $457K | Hold |
549
| – | – | 0.02% | 484 |
|
|
2022
Q1 | $465K | Buy |
549
+10
| +2% | +$8.47K | 0.02% | 529 |
|
|
2021
Q4 | $360K | Sell |
539
-9
| -2% | -$6.01K | 0.01% | 569 |
|
|
2021
Q3 | $342K | Buy |
+548
| New | +$342K | 0.01% | 583 |
|