Heritage Wealth Management (Arizona)’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $70.5K | Buy |
520
+275
| +112% | +$37.3K | 0.01% | 461 |
|
|
2022
Q3 | $31K | Buy |
245
+10
| +4% | +$1.27K | 0.01% | 464 |
|
|
2022
Q2 | $29.8K | Sell |
235
-20
| -8% | -$2.54K | 0.01% | 491 |
|
|
2022
Q1 | $35K | Buy |
+255
| New | +$35K | 0.01% | 516 |
|
|
2021
Q3 | $32K | Hold |
255
| – | – | 0.01% | 504 |
|
|
2021
Q2 | $33K | Buy |
255
+120
| +89% | +$15.5K | 0.01% | 503 |
|
|
2021
Q1 | $16K | Buy |
+135
| New | +$16K | 0.01% | 514 |
|