Clarus Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-41
| Closed | -$4K | – | 163 |
|
2019
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 500 |
|
2019
Q1 | $4K | Sell |
41
-65
| -61% | -$6.34K | ﹤0.01% | 587 |
|
2018
Q4 | $9K | Hold |
106
| – | – | 0.01% | 520 |
|
2018
Q3 | $10K | Hold |
106
| – | – | 0.01% | 531 |
|
2018
Q2 | $10K | Buy |
+106
| New | +$10K | 0.01% | 520 |
|