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Maxwell Wealth Strategies’s Allstate ALL Stock Holding History

Maxwell Wealth Strategies’s Portfolio ALL Stock Details ALL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.67M Buy
8,648
+4
+0% +$771 0.68% 46
2024
Q3 		$1.6M Buy
8,644
+1,949
+29% +$361K 0.68% 51
2024
Q2 		$1.07M Buy
6,695
+33
+0.5% +$5.27K 0.52% 60
2024
Q1 		$1.1M Buy
+6,662
New +$1.1M 0.56% 59