FSC Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-232
| Closed | -$37K | – | 292 |
|
|
2024
Q2 | $37K | Buy |
232
+2
| +0.9% | +$319 | 0.03% | 121 |
|
|
2024
Q1 | $39.9K | Buy |
230
+1
| +0.4% | +$173 | 0.03% | 117 |
|
|
2023
Q4 | $32.1K | Buy |
229
+2
| +0.9% | +$280 | 0.02% | 126 |
|
|
2023
Q3 | $25.3K | Buy |
227
+2
| +0.9% | +$223 | 0.03% | 113 |
|
|
2023
Q2 | $24.6K | Buy |
225
+1
| +0.4% | +$109 | 0.02% | 103 |
|
|
2023
Q1 | $24.8K | Buy |
224
+2
| +0.9% | +$221 | 0.04% | 82 |
|
|
2022
Q4 | $30.1K | Buy |
222
+1
| +0.5% | +$136 | 0.05% | 72 |
|
|
2022
Q3 | $27K | Buy |
221
+2
| +0.9% | +$244 | 0.26% | 67 |
|
|
2022
Q2 | $28K | Buy |
219
+1
| +0.5% | +$128 | 0.25% | 70 |
|
|
2022
Q1 | $30K | Buy |
218
+2
| +0.9% | +$275 | 0.03% | 83 |
|
|
2021
Q4 | $25K | Buy |
+216
| New | +$25K | 0.02% | 95 |
|