OAM
Optimal Asset Management’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.13M | Buy |
8,863
+14
| +0.2% | +$1.78K | 0.14% | 216 |
|
|
2021
Q2 | $1.15M | Hold |
8,849
| – | – | 0.14% | 222 |
|
|
2021
Q1 | $1.02M | Buy |
8,849
+300
| +4% | +$34.5K | 0.13% | 230 |
|
|
2020
Q4 | $940K | Hold |
8,549
| – | – | 0.13% | 241 |
|
|
2020
Q3 | $805K | Sell |
8,549
-1,367
| -14% | -$129K | 0.12% | 262 |
|
|
2020
Q2 | $962K | Sell |
9,916
-20,690
| -68% | -$2.01M | 0.16% | 219 |
|
|
2020
Q1 | $2.81K | Buy |
30,606
+6,145
| +25% | +$564 | 0.26% | 129 |
|
|
2019
Q4 | $2.75M | Buy |
+24,461
| New | +$2.75M | 0.42% | 70 |
|