UCFA
Y

United Capital Financial Advisors’s Alleghany Corporation Y Stock Holding History

United Capital Financial Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-366
Closed -$221K – 1243
2020
Q4 		$221K Buy
+366
New +$221K ﹤0.01% 1092
2019
Q4 		– Sell
-10,602
Closed -$8.46M – 1424
2019
Q3 		$8.46M Buy
+10,602
New +$8.46M 0.06% 313