SYSTM Wealth Solutions’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 |
-1,695
| Closed | -$271K | – | 111 |
|
|
2024
Q2 | $271K | Sell |
1,695
-4,309
| -72% | -$689K | 0.06% | 177 |
|
|
2024
Q1 | $1.04M | Sell |
6,004
-286
| -5% | -$49.6K | 0.13% | 188 |
|
|
2023
Q4 | $884K | Sell |
6,290
-5
| -0.1% | -$703 | 0.12% | 214 |
|
|
2023
Q3 | $701K | Sell |
6,295
-1,173
| -16% | -$131K | 0.11% | 231 |
|
|
2023
Q2 | $814K | Buy |
7,468
+106
| +1% | +$11.6K | 0.11% | 238 |
|
|
2023
Q1 | $816K | Sell |
7,362
-105
| -1% | -$11.6K | 0.13% | 201 |
|
|
2022
Q4 | $1.01M | Buy |
+7,467
| New | +$1.01M | 0.13% | 206 |
|