Berman Capital Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $207K | Buy |
1,633
+290
| +22% | +$36.8K | 0.03% | 256 |
|
|
2021
Q2 | $174K | Buy |
1,343
+297
| +28% | +$38.5K | 0.03% | 261 |
|
|
2021
Q1 | $119K | Buy |
1,046
+640
| +158% | +$72.8K | 0.02% | 270 |
|
|
2020
Q4 | $44K | Sell |
406
-30
| -7% | -$3.25K | 0.01% | 433 |
|
|
2020
Q3 | $41K | Sell |
436
-22
| -5% | -$2.07K | 0.01% | 394 |
|
|
2020
Q2 | $44K | Buy |
458
+35
| +8% | +$3.36K | 0.01% | 350 |
|
|
2020
Q1 | $38K | Buy |
423
+224
| +113% | +$20.1K | 0.01% | 341 |
|
|
2019
Q4 | $22K | Hold |
199
| – | – | 0.01% | 497 |
|
|
2019
Q3 | $21K | Buy |
199
+20
| +11% | +$2.11K | 0.01% | 487 |
|
|
2019
Q2 | $18K | Buy |
179
+52
| +41% | +$5.23K | 0.01% | 533 |
|
|
2019
Q1 | $11K | Buy |
127
+62
| +95% | +$5.37K | ﹤0.01% | 618 |
|
|
2018
Q4 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 721 |
|