Marcum Wealth’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,222
| Closed | -$211K | – | 388 |
|
|
2024
Q1 | $211K | Buy |
+1,222
| New | +$211K | 0.02% | 331 |
|
|
2023
Q3 | – | Sell |
-2,179
| Closed | -$238K | – | 377 |
|
|
2023
Q2 | $238K | Buy |
2,179
+357
| +20% | +$38.9K | 0.03% | 295 |
|
|
2023
Q1 | $202K | Sell |
1,822
-213
| -10% | -$23.6K | 0.03% | 325 |
|
|
2022
Q4 | $276K | Sell |
2,035
-684
| -25% | -$92.8K | 0.04% | 257 |
|
|
2022
Q3 | $339K | Buy |
2,719
+494
| +22% | +$61.6K | 0.05% | 216 |
|
|
2022
Q2 | $282K | Buy |
2,225
+206
| +10% | +$26.1K | 0.04% | 245 |
|
|
2022
Q1 | $280K | Buy |
+2,019
| New | +$280K | 0.04% | 256 |
|