Selective Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$24K | – | 717 |
|
|
2021
Q4 | $24K | Hold |
200
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $25K | Buy |
+200
| New | +$25K | 0.01% | 339 |
|
|
2020
Q3 | – | Sell |
-113
| Closed | -$11K | – | 310 |
|
|
2020
Q2 | $11K | Hold |
113
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $10K | Hold |
113
| – | – | 0.02% | 150 |
|
|
2019
Q4 | $13K | Hold |
113
| – | – | 0.02% | 144 |
|
|
2019
Q3 | $12K | Buy |
+113
| New | +$12K | 0.02% | 155 |
|