Valeo Financial Advisors’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9
| Closed | -$6K | – | 1918 |
|
|
2021
Q1 | $6K | Buy |
9
+1
| +13% | +$667 | ﹤0.01% | 1447 |
|
|
2020
Q4 | $5K | Hold |
8
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q3 | $4K | Sell |
8
-17
| -68% | -$8.5K | ﹤0.01% | 1276 |
|
|
2020
Q2 | $12K | Sell |
25
-64
| -72% | -$30.7K | ﹤0.01% | 1173 |
|
|
2020
Q1 | $52K | Sell |
89
-3
| -3% | -$1.75K | 0.01% | 580 |
|
|
2019
Q4 | $74K | Hold |
92
| – | – | 0.01% | 520 |
|
|
2019
Q3 | $73K | Hold |
92
| – | – | 0.01% | 506 |
|
|
2019
Q2 | $63K | Hold |
92
| – | – | 0.01% | 536 |
|
|
2019
Q1 | $56K | Buy |
92
+1
| +1% | +$609 | 0.01% | 527 |
|
|
2018
Q4 | $57K | Sell |
91
-2
| -2% | -$1.25K | 0.01% | 497 |
|
|
2018
Q3 | $56K | Buy |
93
+1
| +1% | +$602 | 0.01% | 524 |
|
|
2018
Q2 | $57K | Hold |
92
| – | – | 0.01% | 513 |
|
|
2018
Q1 | $57K | Buy |
92
+81
| +736% | +$50.2K | 0.01% | 466 |
|
|
2017
Q4 | $7K | Buy |
11
+1
| +10% | +$636 | ﹤0.01% | 935 |
|
|
2017
Q3 | $6K | Buy |
+10
| New | +$6K | ﹤0.01% | 845 |
|