Clearview Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-102
| Closed | -$11.2K | – | 135 |
|
|
2023
Q2 | $11.2K | Buy |
102
+1
| +1% | +$109 | 0.01% | 348 |
|
|
2023
Q1 | $11.3K | Sell |
101
-10
| -9% | -$1.12K | 0.01% | 344 |
|
|
2022
Q4 | $15.1K | Buy |
111
+10
| +10% | +$1.36K | 0.01% | 285 |
|
|
2022
Q3 | $13K | Buy |
101
+1
| +1% | +$129 | 0.01% | 301 |
|
|
2022
Q2 | $13K | Hold |
100
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $14K | Hold |
100
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $12K | Sell |
100
-45
| -31% | -$5.4K | 0.01% | 378 |
|
|
2021
Q3 | $18K | Hold |
145
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $19K | Buy |
145
+95
| +190% | +$12.4K | 0.01% | 344 |
|
|
2021
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 438 |
|