WealthSource Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $222K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $389K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $619K | Sell |
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|
2018
Q4 | $579K | Buy |
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|
2018
Q3 | $580K | Buy |
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $487K | Sell |
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|
2017
Q4 | $905K | Sell |
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|
2017
Q3 | $805K | Buy |
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|
2017
Q2 | $766K | Buy |
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|
2017
Q1 | $704K | Buy |
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|
2016
Q4 | $574K | Sell |
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|
2016
Q3 | $546K | Buy |
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|
2016
Q2 | $538K | Buy |
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|
2016
Q1 | $444K | Buy |
|