BerganKDV Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $144K | Sell |
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|
2022
Q1 | $164K | Buy |
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|
2021
Q4 | $139K | Buy |
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|
2021
Q3 | $122K | Hold |
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|
2021
Q2 | $125K | Hold |
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|
2021
Q1 | $110K | Sell |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $89K | Sell |
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|
2020
Q2 | $167K | Buy |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $97K | Hold |
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|
2019
Q2 | $91K | Sell |
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|
2019
Q1 | $87K | Sell |
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|
2018
Q4 | $79K | Hold |
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|
2018
Q3 | $95K | Hold |
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|
2018
Q2 | $88K | Buy |
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