Doyle 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 | $242K | Buy |
1,941
+12
| +0.6% | +$1.5K | 0.02% | 185 |
|
|
2022
Q2 | $244K | Sell |
1,929
-9
| -0.5% | -$1.14K | 0.02% | 191 |
|
|
2022
Q1 | $268K | Sell |
1,938
-62
| -3% | -$8.57K | 0.02% | 208 |
|
|
2021
Q4 | $235K | Buy |
2,000
+74
| +4% | +$8.7K | 0.02% | 211 |
|
|
2021
Q3 | $245K | Buy |
1,926
+3
| +0.2% | +$382 | 0.02% | 199 |
|
|
2021
Q2 | $251K | Buy |
1,923
+4
| +0.2% | +$522 | 0.02% | 197 |
|
|
2021
Q1 | $221K | Sell |
1,919
-444
| -19% | -$51.1K | 0.02% | 199 |
|
|
2020
Q4 | $260K | Buy |
+2,363
| New | +$260K | 0.03% | 185 |
|
|
2020
Q1 | – | Sell |
-1,877
| Closed | -$211K | – | 183 |
|
|
2019
Q4 | $211K | Buy |
+1,877
| New | +$211K | 0.03% | 201 |
|
|
2019
Q3 | – | Sell |
-1,863
| Closed | -$189K | – | 221 |
|
|
2019
Q2 | $189K | Buy |
+1,863
| New | +$189K | 0.03% | 194 |
|
|
2019
Q1 | – | Sell |
-1,848
| Closed | -$153K | – | 212 |
|
|
2018
Q4 | $153K | Buy |
+1,848
| New | +$153K | 0.03% | 199 |
|