Accel Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-337
| Closed | -$37.3K | – | 198 |
|
|
2023
Q1 | $37.3K | Hold |
337
| – | – | 0.02% | 547 |
|
|
2022
Q4 | $45.7K | Hold |
337
| – | – | 0.02% | 377 |
|
|
2022
Q3 | $45K | Hold |
337
| – | – | 0.02% | 386 |
|
|
2022
Q2 | $41K | Hold |
337
| – | – | 0.02% | 385 |
|
|
2022
Q1 | $47K | Hold |
337
| – | – | 0.02% | 385 |
|
|
2021
Q4 | $40K | Hold |
337
| – | – | 0.02% | 417 |
|
|
2021
Q3 | $43K | Hold |
337
| – | – | 0.03% | 345 |
|
|
2021
Q2 | $44K | Hold |
337
| – | – | 0.03% | 361 |
|
|
2021
Q1 | $39K | Hold |
337
| – | – | 0.03% | 359 |
|
|
2020
Q4 | $37K | Buy |
+337
| New | +$37K | 0.03% | 353 |
|