Lumature Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $247K | Buy |
2,266
+236
| +12% | +$25.7K | 0.15% | 137 |
|
2023
Q1 | $225K | Sell |
2,030
-945
| -32% | -$105K | 0.13% | 145 |
|
2022
Q4 | $403K | Sell |
2,975
-1,041
| -26% | -$141K | 0.23% | 83 |
|
2022
Q3 | $500K | Buy |
4,016
+376
| +10% | +$46.8K | 0.27% | 65 |
|
2022
Q2 | $461K | Buy |
3,640
+3,568
| +4,956% | +$452K | 0.21% | 81 |
|
2022
Q1 | $10K | Sell |
72
-9
| -11% | -$1.25K | ﹤0.01% | 332 |
|
2021
Q4 | $10K | Buy |
81
+16
| +25% | +$1.98K | ﹤0.01% | 329 |
|
2021
Q3 | $8K | Buy |
65
+33
| +103% | +$4.06K | ﹤0.01% | 341 |
|
2021
Q2 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 329 |
|