Red Door Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,614
| Closed | -$285K | – | 178 |
|
|
2023
Q2 | $285K | Buy |
+2,614
| New | +$285K | 0.06% | 181 |
|
|
2021
Q3 | – | Sell |
-153
| Closed | -$19K | – | 173 |
|
|
2021
Q2 | $19K | Buy |
+153
| New | +$19K | 0.01% | 362 |
|
|
2020
Q3 | – | Sell |
-153
| Closed | -$14K | – | 120 |
|
|
2020
Q2 | $14K | Hold |
153
| – | – | 0.01% | 288 |
|
|
2020
Q1 | $14K | Buy |
+153
| New | +$14K | 0.01% | 257 |
|