MorganRosel Wealth Management’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,063
Closed -$556K 69
2020
Q1
$556K Sell
6,063
-329
-5% -$30.2K 0.63% 32
2019
Q4
$719K Sell
6,392
-380
-6% -$42.7K 0.55% 40
2019
Q3
$736K Buy
+6,772
New +$736K 0.6% 37