Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.8K | Buy |
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|
2024
Q3 | $14.2K | Hold |
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|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $13K | Hold |
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|
2023
Q4 | $10.5K | Hold |
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|
2023
Q3 | $8.36K | Hold |
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|
2023
Q2 | $8.18K | Hold |
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|
2023
Q1 | $8.31K | Hold |
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|
2022
Q4 | $10.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9K | Buy |
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