Fulcrum Capital’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,418
| Closed | -$266K | – | 85 |
|
|
2020
Q4 | $266K | Hold |
2,418
| – | – | 0.08% | 69 |
|
|
2020
Q3 | $228K | Sell |
2,418
-176
| -7% | -$16.6K | 0.08% | 57 |
|
|
2020
Q2 | $252K | Hold |
2,594
| – | – | 0.1% | 62 |
|
|
2020
Q1 | $238K | Sell |
2,594
-500
| -16% | -$45.9K | 0.11% | 59 |
|
|
2019
Q4 | $348K | Hold |
3,094
| – | – | 0.11% | 58 |
|
|
2019
Q3 | $336K | Hold |
3,094
| – | – | 0.11% | 58 |
|
|
2019
Q2 | $315K | Buy |
3,094
+463
| +18% | +$47.1K | 0.12% | 51 |
|
|
2019
Q1 | $248K | Buy |
+2,631
| New | +$248K | 0.09% | 54 |
|