Heck Capital Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-162
| Closed | -$14.9K | – | 106 |
|
|
2020
Q1 | $14.9K | Sell |
162
-1,918
| -92% | -$176K | ﹤0.01% | 95 |
|
|
2019
Q4 | $234K | Buy |
2,080
+70
| +3% | +$7.87K | 0.06% | 83 |
|
|
2019
Q3 | $218K | Buy |
2,010
+70
| +4% | +$7.61K | 0.07% | 81 |
|
|
2019
Q2 | $197K | Buy |
1,940
+90
| +5% | +$9.15K | 0.05% | 79 |
|
|
2019
Q1 | $174K | Buy |
1,850
+62
| +3% | +$5.84K | 0.05% | 79 |
|
|
2018
Q4 | $148K | Sell |
1,788
-32
| -2% | -$2.64K | 0.05% | 83 |
|
|
2018
Q3 | $180K | Sell |
1,820
-109
| -6% | -$10.8K | 0.06% | 77 |
|
|
2018
Q2 | $176K | Buy |
1,929
+14
| +0.7% | +$1.28K | 0.06% | 73 |
|
|
2018
Q1 | $182K | Sell |
1,915
-6
| -0.3% | -$569 | 0.08% | 63 |
|
|
2017
Q4 | $201K | Buy |
1,921
+13
| +0.7% | +$1.36K | 0.1% | 57 |
|
|
2017
Q3 | $175K | Buy |
1,908
+50
| +3% | +$4.6K | 0.09% | 59 |
|
|
2017
Q2 | $164K | Sell |
1,858
-139
| -7% | -$12.3K | 0.1% | 49 |
|
|
2017
Q1 | $163K | Sell |
1,997
-97
| -5% | -$7.91K | 0.1% | 45 |
|
|
2016
Q4 | $155K | Buy |
+2,094
| New | +$155K | 0.11% | 44 |
|