TFO Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$519 | – | 84 |
|
|
2024
Q1 | $519 | Hold |
3
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $420 | Sell |
3
-181
| -98% | -$25.3K | ﹤0.01% | 387 |
|
|
2023
Q3 | $20.1K | Buy |
184
+7
| +4% | +$763 | ﹤0.01% | 147 |
|
|
2023
Q2 | $19.3K | Buy |
177
+174
| +5,800% | +$19K | ﹤0.01% | 139 |
|
|
2023
Q1 | $332 | Sell |
3
-785
| -100% | -$86.9K | ﹤0.01% | 351 |
|
|
2022
Q4 | $13.9K | Buy |
+788
| New | +$13.9K | ﹤0.01% | 95 |
|