CPA
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Capital Planning Advisors’s Allstate ALL Stock Holding History

Capital Planning Advisors’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,156
Closed -$226K – 118
2017
Q4 		$226K Buy
+2,156
New +$226K 0.08% 115