Braun-Bostich & Associates’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-96
| Closed | -$9K | – | 219 |
|
2020
Q2 | $9K | Hold |
96
| – | – | 0.01% | 222 |
|
2020
Q1 | $8K | Sell |
96
-196
| -67% | -$16.3K | 0.01% | 224 |
|
2019
Q4 | $33K | Buy |
+292
| New | +$33K | 0.03% | 155 |
|
2019
Q3 | – | Sell |
-292
| Closed | -$30K | – | 92 |
|
2019
Q2 | $30K | Hold |
292
| – | – | 0.03% | 211 |
|
2019
Q1 | $28K | Sell |
292
-177
| -38% | -$17K | 0.03% | 224 |
|
2018
Q4 | $39K | Buy |
469
+96
| +26% | +$7.98K | 0.04% | 186 |
|
2018
Q3 | $37K | Buy |
373
+177
| +90% | +$17.6K | 0.04% | 188 |
|
2018
Q2 | $18K | Hold |
196
| – | – | 0.02% | 230 |
|
2018
Q1 | $19K | Hold |
196
| – | – | 0.02% | 222 |
|
2017
Q4 | $21K | Buy |
+196
| New | +$21K | 0.02% | 219 |
|