CWM
C2C Wealth Management’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,730
| Closed | -$661K | – | 87 |
|
|
2023
Q4 | $661K | Buy |
4,730
+130
| +3% | +$18.2K | 0.56% | 44 |
|
|
2023
Q3 | $511K | Hold |
4,600
| – | – | 0.07% | 144 |
|
|
2023
Q2 | $470K | Hold |
4,600
| – | – | 0.06% | 160 |
|
|
2023
Q1 | $534K | Buy |
+4,600
| New | +$534K | 0.09% | 135 |
|