Phoenix Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,547
| Closed | -$317K | – | 110 |
|
|
2022
Q3 | $317K | Hold |
2,547
| – | – | 0.32% | 71 |
|
|
2022
Q2 | $323K | Hold |
2,547
| – | – | 0.32% | 74 |
|
|
2022
Q1 | $354K | Hold |
2,547
| – | – | 0.37% | 62 |
|
|
2021
Q4 | $300K | Sell |
2,547
-23
| -0.9% | -$2.71K | 0.23% | 91 |
|
|
2021
Q3 | $327K | Hold |
2,570
| – | – | 0.24% | 86 |
|
|
2021
Q2 | $338K | Hold |
2,570
| – | – | 0.24% | 85 |
|
|
2021
Q1 | $298K | Hold |
2,570
| – | – | 0.23% | 83 |
|
|
2020
Q4 | $283K | Buy |
+2,570
| New | +$283K | 0.22% | 78 |
|