Life Planning Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-414
| Closed | -$58K | – | 68 |
|
|
2023
Q4 | $58K | Buy |
+414
| New | +$58K | 0.06% | 99 |
|
|
2022
Q3 | $139K | Hold |
1,114
| – | – | 0.16% | 59 |
|
|
2022
Q2 | $141K | Hold |
1,114
| – | – | 0.16% | 54 |
|
|
2022
Q1 | $155K | Hold |
1,114
| – | – | 0.16% | 53 |
|
|
2021
Q4 | $130K | Buy |
+1,114
| New | +$130K | 0.13% | 55 |
|