BCWM
Bartlett & Co Wealth Management’s Allstate Corp ALL.PRH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,396
| Closed | -$30.1K | – | 1130 |
|
|
2023
Q4 | $30.1K | Buy |
1,396
+496
| +55% | +$10.7K | ﹤0.01% | 792 |
|
|
2023
Q3 | $17.9K | Hold |
900
| – | – | ﹤0.01% | 844 |
|
|
2023
Q2 | $20.1K | Hold |
900
| – | – | ﹤0.01% | 824 |
|
|
2023
Q1 | $20.5K | Hold |
900
| – | – | ﹤0.01% | 709 |
|
|
2022
Q4 | $18.1K | Hold |
900
| – | – | ﹤0.01% | 732 |
|
|
2022
Q3 | $19.2K | Hold |
900
| – | – | ﹤0.01% | 713 |
|
|
2022
Q2 | $20.4K | Hold |
900
| – | – | ﹤0.01% | 735 |
|
|
2022
Q1 | $22.6K | Buy |
+900
| New | +$22.6K | ﹤0.01% | 718 |
|