Planned Solutions’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 |
-378
| Closed | -$71.7K | – | 133 |
|
|
2024
Q3 | $71.7K | Buy |
+378
| New | +$71.7K | 0.03% | 257 |
|
|
2024
Q1 | – | Sell |
-378
| Closed | -$52.9K | – | 115 |
|
|
2023
Q4 | $52.9K | Buy |
+378
| New | +$52.9K | 0.02% | 275 |
|
|
2021
Q1 | – | Sell |
-378
| Closed | -$42K | – | 73 |
|
|
2020
Q4 | $42K | Hold |
378
| – | – | 0.03% | 224 |
|
|
2020
Q3 | $36K | Buy |
+378
| New | +$36K | 0.04% | 179 |
|