Curated Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,515
| Closed | -$856K | – | 143 |
|
|
2024
Q3 | $856K | Sell |
4,515
-2,318
| -34% | -$440K | 0.11% | 58 |
|
|
2024
Q2 | $1.09M | Buy |
+6,833
| New | +$1.09M | 0.15% | 41 |
|
|
2024
Q1 | – | Sell |
-7,076
| Closed | -$991K | – | 11 |
|
|
2023
Q4 | $991K | Sell |
7,076
-232
| -3% | -$32.5K | 0.16% | 43 |
|
|
2023
Q3 | $814K | Buy |
+7,308
| New | +$814K | 0.15% | 48 |
|