Operose Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-203
| Closed | -$38.5K | – | 437 |
|
|
2024
Q3 | $38.5K | Hold |
203
| – | – | 0.01% | 305 |
|
|
2024
Q2 | $32.4K | Hold |
203
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $35.1K | Hold |
203
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $28.4K | Sell |
203
-114
| -36% | -$16K | 0.01% | 300 |
|
|
2023
Q3 | $35.3K | Buy |
+317
| New | +$35.3K | 0.01% | 369 |
|