Curi Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-221
| Closed | -$28K | – | 197 |
|
|
2022
Q2 | $28K | Buy |
221
+218
| +7,267% | +$27.6K | 0.01% | 269 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 509 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 479 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 107 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 387 |
|