Tower View Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-89
| Closed | -$12K | – | 159 |
|
|
2022
Q1 | $12K | Buy |
89
+1
| +1% | +$135 | 0.01% | 140 |
|
|
2021
Q4 | $10K | Hold |
88
| – | – | 0.01% | 153 |
|
|
2021
Q3 | $11K | Buy |
88
+1
| +1% | +$125 | 0.01% | 168 |
|
|
2021
Q2 | $11K | Hold |
87
| – | – | 0.01% | 123 |
|
|
2021
Q1 | $10K | Buy |
87
+1
| +1% | +$115 | 0.01% | 130 |
|
|
2020
Q4 | $9K | Hold |
86
| – | – | 0.01% | 132 |
|
|
2020
Q3 | $8K | Buy |
86
+1
| +1% | +$93 | 0.01% | 114 |
|
|
2020
Q2 | $8K | Hold |
85
| – | – | 0.01% | 106 |
|
|
2020
Q1 | $8K | Buy |
85
+1
| +1% | +$94 | 0.01% | 93 |
|
|
2019
Q4 | $9K | Hold |
84
| – | – | 0.01% | 115 |
|
|
2019
Q3 | $9K | Buy |
84
+1
| +1% | +$107 | 0.01% | 111 |
|
|
2019
Q2 | $8K | Hold |
83
| – | – | 0.01% | 110 |
|
|
2019
Q1 | $8K | Hold |
83
| – | – | 0.01% | 116 |
|
|
2018
Q4 | $7K | Buy |
83
+1
| +1% | +$84 | 0.01% | 116 |
|
|
2018
Q3 | $8K | Hold |
82
| – | – | 0.01% | 132 |
|
|
2018
Q2 | $7K | Buy |
82
+1
| +1% | +$85 | 0.01% | 120 |
|
|
2018
Q1 | $8K | Hold |
81
| – | – | 0.01% | 121 |
|
|
2017
Q4 | $8K | Buy |
+81
| New | +$8K | 0.01% | 126 |
|