ZWJ Investment Counsel’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-240
| Closed | -$201K | – | 181 |
|
2022
Q3 | $201K | Buy |
+240
| New | +$201K | 0.01% | 168 |
|
2022
Q2 | – | Sell |
-240
| Closed | -$203K | – | 192 |
|
2022
Q1 | $203K | Buy |
+240
| New | +$203K | 0.01% | 172 |
|
2017
Q2 | – | Sell |
-483
| Closed | -$297K | – | 327 |
|
2017
Q1 | $297K | Buy |
+483
| New | +$297K | 0.02% | 250 |
|