Avitas 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
Q1 | – | Sell |
-2,947
| Closed | -$400K | – | 200 |
|
|
2022
Q4 | $400K | Buy |
+2,947
| New | +$400K | 0.08% | 158 |
|
|
2018
Q4 | – | Sell |
-10,206
| Closed | -$1.01M | – | 149 |
|
|
2018
Q3 | $1.01M | Buy |
10,206
+854
| +9% | +$84.3K | 0.29% | 109 |
|
|
2018
Q2 | $854K | Buy |
+9,352
| New | +$854K | 0.27% | 117 |
|