Evolution Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-92
| Closed | -$12K | – | 158 |
|
2021
Q3 | $12K | Hold |
92
| – | – | ﹤0.01% | 375 |
|
2021
Q2 | $12K | Hold |
92
| – | – | ﹤0.01% | 374 |
|
2021
Q1 | $11K | Hold |
92
| – | – | ﹤0.01% | 394 |
|
2020
Q4 | $10K | Hold |
92
| – | – | ﹤0.01% | 347 |
|
2020
Q3 | $9K | Hold |
92
| – | – | ﹤0.01% | 364 |
|
2020
Q2 | $9K | Buy |
+92
| New | +$9K | ﹤0.01% | 298 |
|
2020
Q1 | – | Sell |
-58
| Closed | -$7K | – | 319 |
|
2019
Q4 | $7K | Buy |
+58
| New | +$7K | ﹤0.01% | 345 |
|
2019
Q3 | – | Sell |
-49
| Closed | -$5K | – | 481 |
|
2019
Q2 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 257 |
|