LBA Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.07M | Sell |
13,103
-400
| -3% | -$32.6K | 0.56% | 31 |
|
|
2016
Q4 | $1M | Buy |
13,503
+125
| +0.9% | +$9.27K | 0.55% | 34 |
|
|
2016
Q3 | $925K | Sell |
13,378
-400
| -3% | -$27.7K | 0.52% | 34 |
|
|
2016
Q2 | $964K | Buy |
13,778
+50
| +0.4% | +$3.5K | 0.54% | 37 |
|
|
2016
Q1 | $925K | Sell |
13,728
-75
| -0.5% | -$5.05K | 0.53% | 34 |
|
|
2015
Q4 | $857K | Buy |
13,803
+550
| +4% | +$34.1K | 0.49% | 33 |
|
|
2015
Q3 | $772K | Buy |
13,253
+228
| +2% | +$13.3K | 0.49% | 33 |
|
|
2015
Q2 | $845K | Buy |
13,025
+300
| +2% | +$19.5K | 0.53% | 35 |
|
|
2015
Q1 | $906K | Buy |
12,725
+600
| +5% | +$42.7K | 0.57% | 36 |
|
|
2014
Q4 | $852K | Sell |
12,125
-1,050
| -8% | -$73.8K | 0.56% | 36 |
|
|
2014
Q3 | $809K | Sell |
13,175
-575
| -4% | -$35.3K | 0.56% | 40 |
|
|
2014
Q2 | $807K | Sell |
13,750
-650
| -5% | -$38.1K | 0.66% | 39 |
|
|
2014
Q1 | $815K | Buy |
14,400
+625
| +5% | +$35.4K | 0.67% | 39 |
|
|
2013
Q4 | $751K | Buy |
+13,775
| New | +$751K | 0.62% | 42 |
|