Kalos Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-350
| Closed | -$38.8K | – | 142 |
|
|
2023
Q1 | $38.8K | Buy |
+350
| New | +$38.8K | 0.08% | 105 |
|
|
2022
Q1 | – | Sell |
-3,277
| Closed | -$382K | – | 180 |
|
|
2021
Q4 | $382K | Buy |
3,277
+126
| +4% | +$14.7K | 0.1% | 187 |
|
|
2021
Q3 | $368K | Buy |
+3,151
| New | +$368K | 0.1% | 185 |
|
|
2021
Q2 | – | Sell |
-3,151
| Closed | -$422K | – | 266 |
|
|
2021
Q1 | $422K | Buy |
+3,151
| New | +$422K | 0.13% | 176 |
|