Invera Wealth Advisors’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,055
Closed -$1.87M 49
2024
Q1
$1.87M Sell
11,055
-10
-0.1% -$1.69K 1.59% 22
2023
Q4
$1.55M Buy
+11,065
New +$1.55M 0.97% 35