Omnia Family Wealth’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-69
| Closed | -$7K | – | 117 |
|
|
2019
Q1 | $7K | Hold |
69
| – | – | ﹤0.01% | 283 |
|
|
2018
Q4 | $6K | Sell |
69
-68
| -50% | -$5.91K | ﹤0.01% | 272 |
|
|
2018
Q3 | $14K | Buy |
137
+112
| +448% | +$11.4K | 0.01% | 227 |
|
|
2018
Q2 | $2K | Sell |
25
-148
| -86% | -$11.8K | ﹤0.01% | 394 |
|
|
2018
Q1 | $16K | Buy |
173
+148
| +592% | +$13.7K | 0.01% | 223 |
|
|
2017
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 360 |
|
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 423 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 564 |
|
|
2017
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 561 |
|
|
2016
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 572 |
|