Laurel Wealth Advisors (California)’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,580
| Closed | -$219K | – | 649 |
|
|
2022
Q1 | $219K | Sell |
1,580
-513
| -25% | -$71.1K | 0.02% | 693 |
|
|
2021
Q4 | $246K | Buy |
+2,093
| New | +$246K | 0.02% | 684 |
|
|
2021
Q3 | – | Sell |
-1,817
| Closed | -$237K | – | 445 |
|
|
2021
Q2 | $237K | Buy |
+1,817
| New | +$237K | 0.03% | 456 |
|
|
2021
Q1 | – | Sell |
-1,946
| Closed | -$214K | – | 452 |
|
|
2020
Q4 | $214K | Buy |
+1,946
| New | +$214K | 0.03% | 410 |
|
|
2020
Q1 | – | Sell |
-1,965
| Closed | -$221K | – | 349 |
|
|
2019
Q4 | $221K | Sell |
1,965
-74
| -4% | -$8.32K | 0.04% | 410 |
|
|
2019
Q3 | $222K | Buy |
+2,039
| New | +$222K | 0.04% | 409 |
|
|
2018
Q1 | – | Sell |
-1,983
| Closed | -$207K | – | 352 |
|
|
2017
Q4 | $207K | Buy |
+1,983
| New | +$207K | 0.06% | 322 |
|