San Luis 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
Q4
Sell
-4,202
Closed -$468K 63
2023
Q3
$468K Sell
4,202
-7,676
-65% -$855K 0.23% 36
2023
Q2
$1.3M Sell
11,878
-1,041
-8% -$113K 0.46% 59
2023
Q1
$1.43M Buy
+12,919
New +$1.43M 0.55% 55