Certified Advisory Corp’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-44
| Closed | -$5K | – | 227 |
|
2021
Q1 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 663 |
|
2020
Q2 | $4K | Buy |
44
+1
| +2% | +$91 | ﹤0.01% | 642 |
|
2020
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 629 |
|
2019
Q4 | $5K | Hold |
43
| – | – | ﹤0.01% | 655 |
|
2019
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 660 |
|
2019
Q2 | $4K | Sell |
43
-71
| -62% | -$6.61K | ﹤0.01% | 694 |
|
2019
Q1 | $11K | Hold |
114
| – | – | ﹤0.01% | 534 |
|
2018
Q4 | $9K | Sell |
114
-30
| -21% | -$2.37K | ﹤0.01% | 549 |
|
2018
Q3 | $14K | Hold |
144
| – | – | 0.01% | 515 |
|
2018
Q2 | $13K | Buy |
144
+1
| +0.7% | +$90 | 0.01% | 497 |
|
2018
Q1 | $13K | Hold |
143
| – | – | 0.01% | 470 |
|
2017
Q4 | $14K | Buy |
+143
| New | +$14K | 0.01% | 423 |
|