High Net Worth Advisory Group’s Allstate ALL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-500
| Closed | -$67.8K | – | 206 |
|
2022
Q4 | $67.8K | Hold |
500
| – | – | 0.03% | 284 |
|
2022
Q3 | $62K | Hold |
500
| – | – | 0.03% | 294 |
|
2022
Q2 | $63K | Hold |
500
| – | – | 0.03% | 288 |
|
2022
Q1 | $69K | Sell |
500
-176
| -26% | -$24.3K | 0.03% | 295 |
|
2021
Q4 | $80K | Buy |
+676
| New | +$80K | 0.03% | 284 |
|