Wealthspire Advisors (Maryland)’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,347
| Closed | -$228K | – | 487 |
|
|
2020
Q2 | $228K | Sell |
2,347
-1,555
| -40% | -$151K | 0.02% | 394 |
|
|
2020
Q1 | $358K | Sell |
3,902
-623
| -14% | -$57.2K | 0.03% | 277 |
|
|
2019
Q4 | $509K | Buy |
4,525
+565
| +14% | +$63.6K | 0.03% | 277 |
|
|
2019
Q3 | $430K | Buy |
3,960
+1,224
| +45% | +$133K | 0.03% | 281 |
|
|
2019
Q2 | $278K | Sell |
2,736
-86
| -3% | -$8.74K | 0.02% | 367 |
|
|
2019
Q1 | $266K | Buy |
2,822
+87
| +3% | +$8.2K | 0.02% | 382 |
|
|
2018
Q4 | $226K | Buy |
2,735
+203
| +8% | +$16.8K | 0.02% | 377 |
|
|
2018
Q3 | $250K | Buy |
2,532
+412
| +19% | +$40.7K | 0.02% | 401 |
|
|
2018
Q2 | $193K | Buy |
2,120
+125
| +6% | +$11.4K | 0.02% | 473 |
|
|
2018
Q1 | $189K | Sell |
1,995
-413
| -17% | -$39.1K | 0.02% | 491 |
|
|
2017
Q4 | $252K | Buy |
2,408
+496
| +26% | +$51.9K | 0.02% | 414 |
|
|
2017
Q3 | $176K | Buy |
1,912
+62
| +3% | +$5.71K | 0.02% | 513 |
|
|
2017
Q2 | $164K | Buy |
1,850
+300
| +19% | +$26.6K | 0.02% | 522 |
|
|
2017
Q1 | $126K | Buy |
1,550
+122
| +9% | +$9.92K | 0.02% | 513 |
|
|
2016
Q4 | $106K | Sell |
1,428
-556
| -28% | -$41.3K | 0.02% | 558 |
|
|
2016
Q3 | $137K | Sell |
1,984
-158
| -7% | -$10.9K | 0.02% | 488 |
|
|
2016
Q2 | $150K | Buy |
2,142
+329
| +18% | +$23K | 0.03% | 440 |
|
|
2016
Q1 | $122K | Buy |
1,813
+342
| +23% | +$23K | 0.02% | 480 |
|
|
2015
Q4 | $91K | Buy |
+1,471
| New | +$91K | 0.02% | 550 |
|