TTWM
TCV Trust & Wealth Management’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Hold |
3,730
| – | – | 0.07% | 118 |
|
|
2025
Q1 | $772K | Buy |
+3,730
| New | +$772K | 0.07% | 109 |
|
|
2019
Q2 | – | Sell |
-4,525
| Closed | -$426K | – | 196 |
|
|
2019
Q1 | $426K | Hold |
4,525
| – | – | 0.06% | 145 |
|
|
2018
Q4 | $374K | Sell |
4,525
-275
| -6% | -$22.7K | 0.05% | 155 |
|
|
2018
Q3 | $474K | Hold |
4,800
| – | – | 0.06% | 142 |
|
|
2018
Q2 | $438K | Sell |
4,800
-2,625
| -35% | -$240K | 0.06% | 149 |
|
|
2018
Q1 | $704K | Sell |
7,425
-211
| -3% | -$20K | 0.1% | 117 |
|
|
2017
Q4 | $800K | Hold |
7,636
| – | – | 0.11% | 112 |
|
|
2017
Q3 | $702K | Hold |
7,636
| – | – | 0.1% | 111 |
|
|
2017
Q2 | $675K | Sell |
7,636
-600
| -7% | -$53K | 0.1% | 117 |
|
|
2017
Q1 | $672K | Buy |
+8,236
| New | +$672K | 0.1% | 117 |
|