Sculati Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,255
| Closed | -$358K | – | 114 |
|
|
2020
Q4 | $358K | Sell |
3,255
-790
| -20% | -$86.9K | 0.24% | 82 |
|
|
2020
Q3 | $381K | Sell |
4,045
-1,285
| -24% | -$121K | 0.29% | 77 |
|
|
2020
Q2 | $517K | Hold |
5,330
| – | – | 0.44% | 58 |
|
|
2020
Q1 | $489K | Sell |
5,330
-290
| -5% | -$26.6K | 0.54% | 51 |
|
|
2019
Q4 | $632K | Buy |
+5,620
| New | +$632K | 0.57% | 54 |
|