LWM
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Lakeridge Wealth Management’s Allstate ALL Stock Holding History

Lakeridge Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,047
Closed -$287K – 136
2023
Q4 		$287K Buy
+2,047
New +$287K 0.21% 90