Paladin Advisory Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-435
| Closed | -$48.5K | – | 231 |
|
|
2023
Q3 | $48.5K | Buy |
435
+3
| +0.7% | +$334 | 0.04% | 150 |
|
|
2023
Q2 | $47.1K | Buy |
432
+4
| +0.9% | +$436 | 0.04% | 156 |
|
|
2023
Q1 | $47.5K | Buy |
+428
| New | +$47.5K | 0.04% | 154 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 14 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 14 |
|
|
2022
Q2 | – | Sell |
-419
| Closed | -$58K | – | 14 |
|
|
2022
Q1 | $58K | Buy |
+419
| New | +$58K | 0.05% | 158 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 13 |
|