CWA Asset Management Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-5,694
| Closed | -$626K | – | 274 |
|
2020
Q4 | $626K | Buy |
5,694
+56
| +1% | +$6.16K | 0.07% | 149 |
|
2020
Q3 | $531K | Hold |
5,638
| – | – | 0.07% | 131 |
|
2020
Q2 | $547K | Sell |
5,638
-90
| -2% | -$8.73K | 0.1% | 114 |
|
2020
Q1 | $525K | Sell |
5,728
-287
| -5% | -$26.3K | 0.1% | 113 |
|
2019
Q4 | $676K | Buy |
+6,015
| New | +$676K | 0.11% | 113 |
|