Squar Milner Financial Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,138
| Closed | -$104K | – | 231 |
|
|
2020
Q1 | $104K | Sell |
1,138
-35
| -3% | -$3.2K | 0.06% | 250 |
|
|
2019
Q4 | $131K | Buy |
+1,173
| New | +$131K | 0.07% | 271 |
|
|
2019
Q3 | – | Sell |
-283
| Closed | -$29K | – | 236 |
|
|
2019
Q2 | $29K | Sell |
283
-75
| -21% | -$7.69K | 0.02% | 412 |
|
|
2019
Q1 | $33K | Buy |
358
+82
| +30% | +$7.56K | 0.02% | 367 |
|
|
2018
Q4 | $23K | Buy |
276
+1
| +0.4% | +$83 | 0.02% | 377 |
|
|
2018
Q3 | $27K | Buy |
275
+1
| +0.4% | +$98 | 0.02% | 374 |
|
|
2018
Q2 | $25K | Buy |
+274
| New | +$25K | 0.02% | 446 |
|