Wealthspire Advisors (New York)’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50,421
| Closed | -$2.28M | – | 380 |
|
|
2021
Q1 | $2.28M | Buy |
50,421
+1,015
| +2% | +$45.9K | 0.05% | 163 |
|
|
2020
Q4 | $1.76M | Hold |
49,406
| – | – | 0.05% | 146 |
|
|
2020
Q3 | $1.24M | Buy |
+49,406
| New | +$1.24M | 0.07% | 112 |
|
|
2019
Q1 | – | Sell |
-232
| Closed | -$5K | – | 78 |
|
|
2018
Q4 | $5K | Buy |
+232
| New | +$5K | ﹤0.01% | 634 |
|