Edge 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
Q1 | – | Sell |
-586
| Closed | -$69K | – | 112 |
|
|
2021
Q4 | $69K | Hold |
586
| – | – | 0.01% | 155 |
|
|
2021
Q3 | $75K | Buy |
586
+61
| +12% | +$7.81K | 0.01% | 150 |
|
|
2021
Q2 | $68K | Hold |
525
| – | – | 0.01% | 162 |
|
|
2021
Q1 | $60K | Hold |
525
| – | – | 0.01% | 181 |
|
|
2020
Q4 | $58K | Hold |
525
| – | – | 0.01% | 169 |
|
|
2020
Q3 | $49K | Buy |
+525
| New | +$49K | 0.01% | 201 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$5K | – | 339 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 256 |
|