MWM
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Mindset Wealth Management’s Allstate ALL Stock Holding History

Mindset Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$423K Buy
2,100
+300
+17% +$60.4K 0.14% 83
2025
Q1 		$373K Hold
1,800
– – 0.15% 85
2024
Q4 		$347K Hold
1,800
– – 0.13% 89
2024
Q3 		$341K Buy
+1,800
New +$341K 0.14% 85