Guidant Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $311K | Hold |
2,858
| – | – | 0.12% | 90 |
|
2019
Q2 | $291K | Hold |
2,858
| – | – | 0.11% | 93 |
|
2019
Q1 | $269K | Hold |
2,858
| – | – | 0.1% | 96 |
|
2018
Q4 | $236K | Sell |
2,858
-175
| -6% | -$14.5K | 0.11% | 78 |
|
2018
Q3 | $298K | Buy |
3,033
+4
| +0.1% | +$393 | 0.12% | 37 |
|
2018
Q2 | $277K | Hold |
3,029
| – | – | 0.12% | 37 |
|
2018
Q1 | $283K | Hold |
3,029
| – | – | 0.13% | 35 |
|
2017
Q4 | $307K | Buy |
3,029
+2,829
| +1,415% | +$287K | 0.14% | 35 |
|
2017
Q3 | $18K | Hold |
200
| – | – | 0.01% | 123 |
|
2017
Q2 | $17K | Hold |
200
| – | – | 0.01% | 165 |
|
2017
Q1 | $16K | Hold |
200
| – | – | 0.01% | 149 |
|
2016
Q4 | $15K | Hold |
200
| – | – | 0.01% | 137 |
|
2016
Q3 | $14K | Buy |
+200
| New | +$14K | 0.01% | 140 |
|