Hefty Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $39K | Buy |
407
+2
| +0.5% | +$192 | 0.03% | 152 |
|
|
2017
Q4 | $42K | Buy |
405
+1
| +0.2% | +$104 | 0.03% | 150 |
|
|
2017
Q3 | $37K | Buy |
404
+344
| +573% | +$31.5K | 0.02% | 144 |
|
|
2017
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 190 |
|
|
2017
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 201 |
|
|
2016
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 197 |
|
|
2016
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 200 |
|
|
2016
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 169 |
|
|
2016
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 177 |
|
|
2015
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 176 |
|