TRUE Private Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-46
| Closed | -$5K | – | 249 |
|
|
2020
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 573 |
|
|
2020
Q2 | $4K | Sell |
46
-515
| -92% | -$44.8K | ﹤0.01% | 572 |
|
|
2020
Q1 | $51K | Hold |
561
| – | – | 0.01% | 287 |
|
|
2019
Q4 | $63K | Buy |
+561
| New | +$63K | 0.01% | 339 |
|
|
2019
Q3 | – | Sell |
-46
| Closed | -$4K | – | 226 |
|
|
2019
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 651 |
|
|
2018
Q4 | – | Sell |
-46
| Closed | -$4.56K | – | 251 |
|
|
2018
Q3 | $4.56K | Buy |
+46
| New | +$4.56K | ﹤0.01% | 902 |
|