Benedetti & Gucer’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $755K | Sell |
4,364
-50
| -1% | -$8.65K | 0.38% | 51 |
|
2023
Q4 | $618K | Hold |
4,414
| – | – | 0.32% | 58 |
|
2023
Q3 | $492K | Sell |
4,414
-130
| -3% | -$14.5K | 0.27% | 70 |
|
2023
Q2 | $495K | Buy |
4,544
+500
| +12% | +$54.5K | 0.25% | 68 |
|
2023
Q1 | $448K | Buy |
+4,044
| New | +$448K | 0.26% | 76 |
|