Veritable’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 |
-316
| Closed | -$265K | – | 902 |
|
|
2022
Q3 | $265K | Sell |
316
-3
| -0.9% | -$2.52K | 0.01% | 661 |
|
|
2022
Q2 | $266K | Buy |
319
+20
| +7% | +$16.7K | ﹤0.01% | 720 |
|
|
2022
Q1 | $253K | Buy |
+299
| New | +$253K | ﹤0.01% | 774 |
|
|
2020
Q1 | – | Sell |
-340
| Closed | -$272K | – | 834 |
|
|
2019
Q4 | $272K | Hold |
340
| – | – | 0.01% | 709 |
|
|
2019
Q3 | $271K | Sell |
340
-4
| -1% | -$3.19K | 0.01% | 673 |
|
|
2019
Q2 | $234K | Sell |
344
-6
| -2% | -$4.08K | ﹤0.01% | 725 |
|
|
2019
Q1 | $214K | Sell |
350
-9
| -3% | -$5.5K | ﹤0.01% | 740 |
|
|
2018
Q4 | $224K | Sell |
359
-6
| -2% | -$3.74K | 0.01% | 696 |
|
|
2018
Q3 | $238K | Hold |
365
| – | – | ﹤0.01% | 717 |
|
|
2018
Q2 | $210K | Buy |
+365
| New | +$210K | ﹤0.01% | 742 |
|