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CM Wealth Advisors’s Allstate ALL Stock Holding History

CM Wealth Advisors’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,432
Closed -$409K – 82
2024
Q1 		$409K Buy
+2,432
New +$409K 0.12% 97
2023
Q3 		– Sell
-2,432
Closed -$274K – 83
2023
Q2 		$274K Buy
+2,432
New +$274K 0.09% 117