MD Financial Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $3.93M | Buy |
33,376
+3,979
| +14% | +$468K | 0.09% | 74 |
|
2021
Q3 | $3.74M | Buy |
29,397
+5,938
| +25% | +$756K | 0.09% | 68 |
|
2021
Q2 | $3.06M | Buy |
+23,459
| New | +$3.06M | 0.09% | 77 |
|
2021
Q1 | – | Sell |
-45
| Closed | -$5K | – | 233 |
|
2020
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 106 |
|