AWS
Aris Wealth Services’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $31K | Sell |
532
-12,235
| -96% | -$713K | 0.07% | 123 |
|
|
2015
Q2 | $828K | Buy |
12,767
+503
| +4% | +$32.6K | 0.76% | 43 |
|
|
2015
Q1 | $873K | Buy |
12,264
+719
| +6% | +$51.2K | 0.81% | 34 |
|
|
2014
Q4 | $811K | Buy |
11,545
+309
| +3% | +$21.7K | 0.9% | 33 |
|
|
2014
Q3 | $690K | Buy |
11,236
+610
| +6% | +$37.5K | 0.86% | 33 |
|
|
2014
Q2 | $624K | Buy |
10,626
+442
| +4% | +$26K | 0.82% | 36 |
|
|
2014
Q1 | $576K | Sell |
10,184
-60
| -0.6% | -$3.39K | 0.84% | 37 |
|
|
2013
Q4 | $559K | Buy |
10,244
+59
| +0.6% | +$3.22K | 0.94% | 29 |
|
|
2013
Q3 | $515K | Buy |
10,185
+194
| +2% | +$9.81K | 0.94% | 32 |
|
|
2013
Q2 | $481K | Buy |
+9,991
| New | +$481K | 1.03% | 24 |
|