Wambolt & Associates’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,506
| Closed | -$204K | – | 260 |
|
|
2022
Q4 | $204K | Sell |
1,506
-166
| -10% | -$22.5K | 0.08% | 232 |
|
|
2022
Q3 | $208K | Sell |
1,672
-16
| -0.9% | -$1.99K | 0.09% | 223 |
|
|
2022
Q2 | $214K | Buy |
+1,688
| New | +$214K | 0.09% | 223 |
|
|
2021
Q3 | – | Sell |
-1,522
| Closed | -$202K | – | 243 |
|
|
2021
Q2 | $202K | Buy |
+1,522
| New | +$202K | 0.09% | 236 |
|