Loveless 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 | $1.32M | Sell |
10,373
-134
| -1% | -$17K | 0.86% | 40 |
|
|
2022
Q1 | $1.46M | Buy |
10,507
+25
| +0.2% | +$3.46K | 0.82% | 41 |
|
|
2021
Q4 | $1.23M | Buy |
10,482
+554
| +6% | +$65.2K | 0.68% | 51 |
|
|
2021
Q3 | $1.26M | Sell |
9,928
-137
| -1% | -$17.4K | 0.77% | 50 |
|
|
2021
Q2 | $1.31M | Sell |
10,065
-100
| -1% | -$13K | 0.8% | 46 |
|
|
2021
Q1 | $1.17M | Sell |
10,165
-50
| -0.5% | -$5.75K | 0.77% | 46 |
|
|
2020
Q4 | $1.12M | Sell |
10,215
-100
| -1% | -$11K | 0.83% | 44 |
|
|
2020
Q3 | $971K | Buy |
10,315
+400
| +4% | +$37.7K | 0.82% | 46 |
|
|
2020
Q2 | $962K | Sell |
9,915
-130
| -1% | -$12.6K | 0.9% | 43 |
|
|
2020
Q1 | $921K | Hold |
10,045
| – | – | 1.09% | 33 |
|
|
2019
Q4 | $1.13M | Buy |
+10,045
| New | +$1.13M | 0.98% | 35 |
|