Midland Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,093
| Closed | -$207K | – | 191 |
|
|
2024
Q3 | $207K | Sell |
1,093
-2,442
| -69% | -$463K | 0.01% | 188 |
|
|
2024
Q2 | $564K | Buy |
3,535
+911
| +35% | +$145K | 0.03% | 130 |
|
|
2024
Q1 | $454K | Sell |
2,624
-254
| -9% | -$43.9K | 0.03% | 143 |
|
|
2023
Q4 | $403K | Buy |
+2,878
| New | +$403K | 0.03% | 147 |
|