Marino Stram & Associates’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,030
| Closed | -$265K | – | 149 |
|
|
2021
Q2 | $265K | Buy |
+2,030
| New | +$265K | 0.07% | 222 |
|
|
2019
Q2 | – | Sell |
-37
| Closed | -$3K | – | 97 |
|
|
2019
Q1 | $3K | Buy |
37
+6
| +19% | +$486 | ﹤0.01% | 445 |
|
|
2018
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 384 |
|
|
2018
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 378 |
|
|
2018
Q2 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 376 |
|
|
2018
Q1 | – | Sell |
-201
| Closed | -$21K | – | 459 |
|
|
2017
Q4 | $21K | Buy |
+201
| New | +$21K | 0.02% | 247 |
|