DB Wealth Management Group’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 |
-241
| Closed | -$26.3K | – | 373 |
|
|
2023
Q2 | $26.3K | Hold |
241
| – | – | 0.02% | 207 |
|
|
2023
Q1 | $26.7K | Hold |
241
| – | – | 0.02% | 200 |
|
|
2022
Q4 | $32.7K | Hold |
241
| – | – | 0.02% | 177 |
|
|
2022
Q3 | $30K | Hold |
241
| – | – | 0.02% | 188 |
|
|
2022
Q2 | $31K | Hold |
241
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $33K | Hold |
241
| – | – | 0.02% | 202 |
|
|
2021
Q4 | $28K | Hold |
241
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $31K | Hold |
241
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $31K | Hold |
241
| – | – | 0.02% | 196 |
|
|
2021
Q1 | $28K | Sell |
241
-26
| -10% | -$3.02K | 0.02% | 205 |
|
|
2020
Q4 | $29K | Buy |
+267
| New | +$29K | 0.02% | 193 |
|