Wealthcare Advisory Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Sell |
1,832
-63
| -3% | -$12.7K | 0.01% | 724 |
|
2025
Q1 | $392K | Buy |
1,895
+439
| +30% | +$90.9K | 0.01% | 650 |
|
2024
Q4 | $281K | Buy |
1,456
+340
| +30% | +$65.5K | 0.01% | 735 |
|
2024
Q3 | $212K | Buy |
+1,116
| New | +$212K | 0.01% | 815 |
|
2021
Q2 | – | Sell |
-619
| Closed | -$71K | – | 589 |
|
2021
Q1 | $71K | Buy |
+619
| New | +$71K | 0.01% | 771 |
|
2020
Q2 | – | Sell |
-152
| Closed | -$14K | – | 352 |
|
2020
Q1 | $14K | Buy |
152
+20
| +15% | +$1.84K | ﹤0.01% | 813 |
|
2019
Q4 | $15K | Hold |
132
| – | – | ﹤0.01% | 831 |
|
2019
Q3 | $14K | Hold |
132
| – | – | ﹤0.01% | 836 |
|
2019
Q2 | $13K | Sell |
132
-500
| -79% | -$49.2K | ﹤0.01% | 836 |
|
2019
Q1 | $60K | Hold |
632
| – | – | 0.01% | 425 |
|
2018
Q4 | $52K | Sell |
632
-100
| -14% | -$8.23K | 0.01% | 420 |
|
2018
Q3 | $72K | Hold |
732
| – | – | 0.01% | 392 |
|
2018
Q2 | $67K | Buy |
732
+100
| +16% | +$9.15K | 0.01% | 403 |
|
2018
Q1 | $60K | Hold |
632
| – | – | 0.01% | 366 |
|
2017
Q4 | $66K | Buy |
632
+574
| +990% | +$59.9K | 0.02% | 328 |
|
2017
Q3 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 631 |
|