HHGA
Halbert Hargrove Global Advisors’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,542
| Closed | -$462K | – | 75 |
|
|
2019
Q2 | $462K | Hold |
4,542
| – | – | 0.13% | 29 |
|
|
2019
Q1 | $428K | Buy |
4,542
+10
| +0.2% | +$942 | 1.51% | 15 |
|
|
2018
Q4 | $374K | Sell |
4,532
-6
| -0.1% | -$495 | 0.09% | 41 |
|
|
2018
Q3 | $448K | Hold |
4,538
| – | – | 0.12% | 33 |
|
|
2018
Q2 | $414K | Sell |
4,538
-25
| -0.5% | -$2.28K | 0.11% | 33 |
|
|
2018
Q1 | $433K | Buy |
+4,563
| New | +$433K | 0.11% | 31 |
|
|
2015
Q2 | – | Sell |
-2,914
| Closed | -$207K | – | 180 |
|
|
2015
Q1 | $207K | Buy |
+2,914
| New | +$207K | 0.07% | 175 |
|