Western Pacific Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$24.4K | – | 210 |
|
|
2024
Q3 | $24.4K | Hold |
700
| – | – | 0.02% | 185 |
|
|
2024
Q2 | $23.7K | Hold |
700
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $24.3K | Hold |
700
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $21.7K | Hold |
700
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $21.2K | Hold |
700
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $22.5K | Hold |
700
| – | – | 0.02% | 180 |
|
|
2023
Q1 | $25.6K | Hold |
700
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $24.1K | Hold |
700
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $24K | Hold |
700
| – | – | 0.02% | 155 |
|
|
2022
Q2 | $29K | Hold |
700
| – | – | 0.03% | 107 |
|
|
2022
Q1 | $32K | Hold |
700
| – | – | 0.02% | 117 |
|
|
2021
Q4 | $34K | Buy |
+700
| New | +$34K | 0.02% | 132 |
|