MinichMacGregor 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
Q1 | – | Sell |
-17
| Closed | -$2.31K | – | 117 |
|
|
2022
Q4 | $2.31K | Buy |
+17
| New | +$2.31K | ﹤0.01% | 556 |
|
|
2018
Q1 | – | Sell |
-21
| Closed | -$2K | – | 505 |
|
|
2017
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 408 |
|
|
2017
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 407 |
|
|
2017
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 401 |
|
|
2017
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 392 |
|
|
2016
Q1 | – | Sell |
-24
| Closed | -$1K | – | 429 |
|
|
2015
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 343 |
|