YWP
Y
YorkBridge Wealth Partners’s Alleghany Corporation Y Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-174
| Closed | -$119K | – | 707 |
|
|
2019
Q2 | $119K | Sell |
174
-2
| -1% | -$1.37K | 0.05% | 260 |
|
|
2019
Q1 | $108K | Sell |
176
-9
| -5% | -$5.52K | 0.05% | 262 |
|
|
2018
Q4 | $115K | Buy |
185
+3
| +2% | +$1.87K | 0.06% | 227 |
|
|
2018
Q3 | $117K | Sell |
182
-4
| -2% | -$2.57K | 0.05% | 258 |
|
|
2018
Q2 | $107K | Hold |
186
| – | – | 0.05% | 280 |
|
|
2018
Q1 | $110K | Sell |
186
-2
| -1% | -$1.18K | 0.05% | 281 |
|
|
2017
Q4 | $112K | Sell |
188
-18
| -9% | -$10.7K | 0.05% | 270 |
|
|
2017
Q3 | $114K | Hold |
206
| – | – | 0.06% | 246 |
|
|
2017
Q2 | $124K | Buy |
206
+3
| +1% | +$1.81K | 0.07% | 229 |
|
|
2017
Q1 | $124K | Hold |
203
| – | – | 0.06% | 225 |
|
|
2016
Q4 | $117K | Buy |
+203
| New | +$117K | 0.07% | 219 |
|