Cassady Schiller Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.8K | Buy |
87
+12
| +16% | +$2.31K | 0.01% | 296 |
|
|
2024
Q3 | $14.2K | Hold |
75
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $12K | Hold |
75
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $13K | Hold |
75
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $10.5K | Hold |
75
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $8.36K | Hold |
75
| – | – | ﹤0.01% | 342 |
|
|
2023
Q2 | $8.18K | Hold |
75
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $8.31K | Hold |
75
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $10.2K | Buy |
+75
| New | +$10.2K | 0.01% | 315 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$9K | – | 128 |
|
|
2021
Q4 | $9K | Buy |
+75
| New | +$9K | 0.01% | 318 |
|