Huber Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $793K | Buy |
8,642
+2,810
| +48% | +$258K | 0.3% | 44 |
|
|
2019
Q4 | $656K | Sell |
5,832
-581
| -9% | -$65.4K | 0.23% | 57 |
|
|
2019
Q3 | $697K | Sell |
6,413
-3,633
| -36% | -$395K | 0.27% | 48 |
|
|
2019
Q2 | $1.02M | Sell |
10,046
-389
| -4% | -$39.6K | 0.44% | 31 |
|
|
2019
Q1 | $983K | Buy |
10,435
+1,921
| +23% | +$181K | 0.48% | 31 |
|
|
2018
Q4 | $703K | Buy |
8,514
+702
| +9% | +$58K | 0.38% | 39 |
|
|
2018
Q3 | $771K | Buy |
7,812
+4
| +0.1% | +$395 | 0.59% | 32 |
|
|
2018
Q2 | $712K | Buy |
7,808
+671
| +9% | +$61.2K | 0.65% | 28 |
|
|
2018
Q1 | $677K | Hold |
7,137
| – | – | 0.67% | 29 |
|
|
2017
Q4 | $747K | Buy |
+7,137
| New | +$747K | 0.82% | 24 |
|