Evergreen Wealth Solutions’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,317
| Closed | -$250K | – | 103 |
|
|
2024
Q3 | $250K | Sell |
1,317
-395
| -23% | -$74.9K | 0.17% | 93 |
|
|
2024
Q2 | $273K | Sell |
1,712
-365
| -18% | -$58.3K | 0.19% | 92 |
|
|
2024
Q1 | $359K | Sell |
2,077
-178
| -8% | -$30.8K | 0.27% | 78 |
|
|
2023
Q4 | $316K | Buy |
2,255
+11
| +0.5% | +$1.54K | 0.27% | 84 |
|
|
2023
Q3 | $250K | Buy |
2,244
+2
| +0.1% | +$223 | 0.25% | 86 |
|
|
2023
Q2 | $244K | Buy |
2,242
+203
| +10% | +$22.1K | 0.25% | 88 |
|
|
2023
Q1 | $226K | Sell |
2,039
-16
| -0.8% | -$1.77K | 0.26% | 90 |
|
|
2022
Q4 | $279K | Buy |
2,055
+106
| +5% | +$14.4K | 0.37% | 72 |
|
|
2022
Q3 | $243K | Sell |
1,949
-639
| -25% | -$79.7K | 0.34% | 82 |
|
|
2022
Q2 | $328K | Sell |
2,588
-90
| -3% | -$11.4K | 0.4% | 78 |
|
|
2022
Q1 | $371K | Buy |
2,678
+19
| +0.7% | +$2.63K | 0.36% | 65 |
|
|
2021
Q4 | $313K | Buy |
+2,659
| New | +$313K | 0.28% | 75 |
|