WealthShield Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,527
| Closed | -$1.93M | – | 479 |
|
|
2023
Q2 | $1.93M | Buy |
17,527
+4,044
| +30% | +$444K | 0.29% | 93 |
|
|
2023
Q1 | $1.5M | Buy |
13,483
+4,119
| +44% | +$459K | 0.24% | 110 |
|
|
2022
Q4 | $1.28M | Buy |
9,364
+530
| +6% | +$72.3K | 0.24% | 110 |
|
|
2022
Q3 | $1.11M | Buy |
8,834
+762
| +9% | +$95.5K | 0.22% | 117 |
|
|
2022
Q2 | $1.03M | Buy |
8,072
+156
| +2% | +$19.9K | 0.2% | 121 |
|
|
2022
Q1 | $1.1M | Buy |
7,916
+1,247
| +19% | +$174K | 0.18% | 138 |
|
|
2021
Q4 | $785K | Buy |
6,669
+1,218
| +22% | +$143K | 0.13% | 158 |
|
|
2021
Q3 | $694K | Sell |
5,451
-1
| -0% | -$127 | 0.19% | 109 |
|
|
2021
Q2 | $711K | Buy |
5,452
+362
| +7% | +$47.2K | 0.11% | 132 |
|
|
2021
Q1 | $585K | Buy |
5,090
+989
| +24% | +$114K | 0.11% | 138 |
|
|
2020
Q4 | $451K | Buy |
4,101
+901
| +28% | +$99.1K | 0.08% | 185 |
|
|
2020
Q3 | $301K | Buy |
+3,200
| New | +$301K | 0.11% | 191 |
|