Lake Point Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 245 |
|
2022
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 252 |
|
2021
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 269 |
|
2021
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 251 |
|
2021
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 260 |
|
2020
Q1 | $3K | Buy |
30
+10
| +50% | +$1K | ﹤0.01% | 212 |
|
2019
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 469 |
|