Wills Financial Group’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-42,532
| Closed | -$1.31M | – | 80 |
|
|
2015
Q1 | $1.31M | Buy |
42,532
+1,031
| +2% | +$31.8K | 1.08% | 28 |
|
|
2014
Q4 | $1.07M | Buy |
41,501
+14,749
| +55% | +$381K | 0.87% | 36 |
|
|
2014
Q3 | $695K | Buy |
26,752
+5,675
| +27% | +$147K | 0.59% | 44 |
|
|
2014
Q2 | $545K | Buy |
+21,077
| New | +$545K | 0.45% | 53 |
|