Wealthspire Advisors (Maryland)’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11
| Closed | -$7K | – | 2314 |
|
|
2019
Q1 | $7K | Sell |
11
-1
| -8% | -$636 | ﹤0.01% | 1715 |
|
|
2018
Q4 | $7K | Hold |
12
| – | – | ﹤0.01% | 1621 |
|
|
2018
Q3 | $8K | Hold |
12
| – | – | ﹤0.01% | 1628 |
|
|
2018
Q2 | $7K | Hold |
12
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q1 | $7K | Hold |
12
| – | – | ﹤0.01% | 1705 |
|
|
2017
Q4 | $7K | Buy |
12
+3
| +33% | +$1.75K | ﹤0.01% | 1749 |
|
|
2017
Q3 | $5K | Buy |
9
+2
| +29% | +$1.11K | ﹤0.01% | 1813 |
|
|
2017
Q2 | $4K | Hold |
7
| – | – | ﹤0.01% | 1858 |
|
|
2017
Q1 | $4K | Buy |
7
+2
| +40% | +$1.14K | ﹤0.01% | 1587 |
|
|
2016
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1507 |
|
|
2016
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 1511 |
|
|
2016
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 1463 |
|
|
2016
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1571 |
|
|
2015
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1551 |
|