BDO Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $154K | Sell |
1,410
-14,599
| -91% | -$1.59M | 0.02% | 286 |
|
2023
Q1 | $1.77M | Sell |
16,009
-151
| -0.9% | -$16.7K | 0.22% | 91 |
|
2022
Q4 | $2.19M | Buy |
16,160
+440
| +3% | +$59.7K | 0.27% | 76 |
|
2022
Q3 | $1.96M | Buy |
15,720
+333
| +2% | +$41.5K | 0.26% | 82 |
|
2022
Q2 | $1.95M | Sell |
15,387
-1,032
| -6% | -$131K | 0.24% | 84 |
|
2022
Q1 | $2.27M | Buy |
16,419
+755
| +5% | +$105K | 0.24% | 79 |
|
2021
Q4 | $1.84M | Buy |
15,664
+124
| +0.8% | +$14.6K | 0.2% | 90 |
|
2021
Q3 | $1.98M | Buy |
15,540
+147
| +1% | +$18.7K | 0.22% | 82 |
|
2021
Q2 | $2.01M | Buy |
15,393
+540
| +4% | +$70.4K | 0.22% | 79 |
|
2021
Q1 | $1.71M | Buy |
14,853
+980
| +7% | +$113K | 0.2% | 88 |
|
2020
Q4 | $1.53M | Sell |
13,873
-274
| -2% | -$30.1K | 0.21% | 83 |
|
2020
Q3 | $1.33M | Sell |
14,147
-254
| -2% | -$23.9K | 0.22% | 78 |
|
2020
Q2 | $1.4M | Buy |
14,401
+451
| +3% | +$43.8K | 0.25% | 73 |
|
2020
Q1 | $1.28M | Buy |
13,950
+637
| +5% | +$58.4K | 0.26% | 72 |
|
2019
Q4 | $1.5M | Sell |
13,313
-999
| -7% | -$112K | 0.39% | 55 |
|
2019
Q3 | $1.56M | Buy |
14,312
+328
| +2% | +$35.6K | 0.4% | 49 |
|
2019
Q2 | $1.42M | Buy |
13,984
+524
| +4% | +$53.3K | 0.39% | 55 |
|
2019
Q1 | $1.27M | Buy |
13,460
+542
| +4% | +$51.1K | 0.37% | 57 |
|
2018
Q4 | $1.07M | Sell |
12,918
-82
| -0.6% | -$6.77K | 0.37% | 59 |
|
2018
Q3 | $1.28M | Buy |
13,000
+251
| +2% | +$24.8K | 0.41% | 52 |
|
2018
Q2 | $1.16M | Buy |
12,749
+437
| +4% | +$39.9K | 0.4% | 51 |
|
2018
Q1 | $1.17M | Buy |
12,312
+309
| +3% | +$29.3K | 0.44% | 42 |
|
2017
Q4 | $1.26M | Sell |
12,003
-500
| -4% | -$52.4K | 0.56% | 31 |
|
2017
Q3 | $1.15M | Sell |
12,503
-325
| -3% | -$29.9K | 0.57% | 33 |
|
2017
Q2 | $1.13M | Buy |
+12,828
| New | +$1.13M | 0.5% | 36 |
|