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Exencial Wealth Advisors’s Allstate ALL Stock Holding History

Exencial Wealth Advisors’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,428
Closed -$468K – 495
2024
Q4 		$468K Buy
2,428
+18
+0.7% +$3.47K 0.02% 368
2024
Q3 		$457K Buy
+2,410
New +$457K 0.02% 371