Altium Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,504
| Closed | -$413K | – | 328 |
|
|
2020
Q1 | $413K | Sell |
4,504
-133
| -3% | -$12.2K | 0.06% | 156 |
|
|
2019
Q4 | $521K | Sell |
4,637
-31
| -0.7% | -$3.48K | 0.06% | 166 |
|
|
2019
Q3 | $507K | Buy |
4,668
+16
| +0.3% | +$1.74K | 0.07% | 159 |
|
|
2019
Q2 | $473K | Buy |
4,652
+13
| +0.3% | +$1.32K | 0.07% | 168 |
|
|
2019
Q1 | $437K | Sell |
4,639
-194
| -4% | -$18.3K | 0.07% | 174 |
|
|
2018
Q4 | $399K | Sell |
4,833
-206
| -4% | -$17K | 0.08% | 171 |
|
|
2018
Q3 | $497K | Sell |
5,039
-45
| -0.9% | -$4.44K | 0.1% | 155 |
|
|
2018
Q2 | $464K | Buy |
+5,084
| New | +$464K | 0.12% | 124 |
|