Independent Solutions Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $576K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $255K | Sell |
|
|||||
|
2023
Q1 | $276K | Sell |
|
|||||
|
2022
Q4 | $363K | Sell |
|
|||||
|
2022
Q3 | $346K | Hold |
|
|||||
|
2022
Q2 | $352K | Sell |
|
|||||
|
2022
Q1 | $404K | Sell |
|
|||||
|
2021
Q4 | $397K | Hold |
|
|||||
|
2021
Q3 | $429K | Buy |
|
|||||
|
2021
Q2 | $418K | Buy |
|
|||||
|
2021
Q1 | $354K | Buy |
|
|||||
|
2020
Q4 | $330K | Sell |
|
|||||
|
2020
Q3 | $461K | Sell |
|
|||||
|
2020
Q2 | $588K | Buy |
|
|||||
|
2020
Q1 | $288K | Hold |
|
|||||
|
2019
Q4 | $353K | Buy |
|