Merriman Wealth Management’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,049
Closed -$227K 206
2023
Q1
$227K Sell
2,049
-39
-2% -$4.32K 0.01% 181
2022
Q4
$285K Sell
2,088
-356
-15% -$48.6K 0.01% 171
2022
Q3
$305K Buy
+2,444
New +$305K 0.02% 132