YWP
Y

YorkBridge Wealth Partners’s Alleghany Corp Y Stock Holding History

YorkBridge Wealth Partners’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-174
Closed -$119K – 707
2019
Q2 		$119K Sell
174
-2
-1% -$1.33K 0.05% 260
2019
Q1 		$108K Sell
176
-9
-5% -$5.62K 0.05% 262
2018
Q4 		$115K Buy
185
+3
+2% +$1.85K 0.06% 227
2018
Q3 		$117K Sell
182
-4
-2% -$2.5K 0.05% 258
2018
Q2 		$107K Hold
186
– – 0.05% 280
2018
Q1 		$110K Sell
186
-2
-1% -$1.21K 0.05% 281
2017
Q4 		$112K Sell
188
-18
-9% -$10.3K 0.05% 270
2017
Q3 		$114K Hold
206
– – 0.06% 246
2017
Q2 		$124K Buy
206
+3
+1% +$1.79K 0.07% 229
2017
Q1 		$124K Hold
203
– – 0.06% 225
2016
Q4 		$117K Buy
+203
New +$113K 0.07% 219

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