Simplicity Wealth’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,665
Closed -$905K 515
2024
Q2
$905K Buy
5,665
+193
+4% +$30.8K 0.02% 564
2024
Q1
$947K Buy
+5,472
New +$947K 0.02% 538