MPS Loria Financial Planners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-387
| Closed | -$44K | – | 108 |
|
|
2021
Q1 | $44K | Sell |
387
-1
| -0.3% | -$114 | 0.02% | 172 |
|
|
2020
Q4 | $42K | Buy |
388
+32
| +9% | +$3.46K | 0.02% | 173 |
|
|
2020
Q3 | $34K | Buy |
356
+1
| +0.3% | +$96 | 0.02% | 167 |
|
|
2020
Q2 | $34K | Buy |
+355
| New | +$34K | 0.02% | 167 |
|
|
2017
Q3 | – | Sell |
-342
| Closed | -$32K | – | 82 |
|
|
2017
Q2 | $32K | Buy |
+342
| New | +$32K | 0.02% | 193 |
|