GSB Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,150
| Closed | -$292K | – | 217 |
|
|
2022
Q4 | $292K | Sell |
2,150
-93
| -4% | -$12.6K | 0.1% | 163 |
|
|
2022
Q3 | $279K | Sell |
2,243
-7
| -0.3% | -$871 | 0.1% | 173 |
|
|
2022
Q2 | $285K | Hold |
2,250
| – | – | 0.1% | 179 |
|
|
2022
Q1 | $312K | Hold |
2,250
| – | – | 0.09% | 184 |
|
|
2021
Q4 | $265K | Buy |
2,250
+400
| +22% | +$47.1K | 0.08% | 199 |
|
|
2021
Q3 | $236K | Buy |
1,850
+50
| +3% | +$6.38K | 0.12% | 140 |
|
|
2021
Q2 | $235K | Buy |
+1,800
| New | +$235K | 0.07% | 204 |
|