BWFA
Baltimore-Washington Financial Advisors’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-72,522
| Closed | -$6.83M | – | 122 |
|
|
2020
Q3 | $6.83M | Sell |
72,522
-18
| -0% | -$1.69K | 0.88% | 45 |
|
|
2020
Q2 | $7.04M | Buy |
72,540
+789
| +1% | +$76.5K | 0.97% | 43 |
|
|
2020
Q1 | $6.58M | Buy |
71,751
+2,019
| +3% | +$185K | 1.19% | 35 |
|
|
2019
Q4 | $7.84M | Buy |
69,732
+4,481
| +7% | +$504K | 1.15% | 41 |
|
|
2019
Q3 | $7.09M | Buy |
65,251
+106
| +0.2% | +$11.5K | 1.17% | 37 |
|
|
2019
Q2 | $6.63M | Sell |
65,145
-499
| -0.8% | -$50.7K | 1.12% | 41 |
|
|
2019
Q1 | $6.18M | Sell |
65,644
-2,549
| -4% | -$240K | 1.08% | 44 |
|
|
2018
Q4 | $5.63M | Sell |
68,193
-8,503
| -11% | -$703K | 1.17% | 41 |
|
|
2018
Q3 | $7.57M | Buy |
76,696
+3,929
| +5% | +$388K | 1.37% | 38 |
|
|
2018
Q2 | $6.64M | Buy |
72,767
+2,070
| +3% | +$189K | 1.32% | 38 |
|
|
2018
Q1 | $6.7M | Buy |
+70,697
| New | +$6.7M | 1.46% | 35 |
|