Outlook Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,714
| Closed | -$775K | – | 181 |
|
|
2022
Q4 | $775K | Sell |
5,714
-91
| -2% | -$12.3K | 0.37% | 67 |
|
|
2022
Q3 | $723K | Sell |
5,805
-13
| -0.2% | -$1.62K | 0.32% | 71 |
|
|
2022
Q2 | $737K | Buy |
5,818
+100
| +2% | +$12.7K | 0.3% | 86 |
|
|
2022
Q1 | $792K | Buy |
+5,718
| New | +$792K | 0.26% | 96 |
|