Wealthstreet Investment Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,797
| Closed | -$1.13M | – | 102 |
|
|
2021
Q1 | $1.13M | Hold |
9,797
| – | – | 0.11% | 159 |
|
|
2020
Q4 | $1.08M | Hold |
9,797
| – | – | 0.11% | 161 |
|
|
2020
Q3 | $922K | Hold |
9,797
| – | – | 0.1% | 157 |
|
|
2020
Q2 | $950K | Sell |
9,797
-130
| -1% | -$12.6K | 0.12% | 146 |
|
|
2020
Q1 | $911K | Hold |
9,927
| – | – | 0.13% | 137 |
|
|
2019
Q4 | $1.12M | Hold |
9,927
| – | – | 0.13% | 143 |
|
|
2019
Q3 | $1.07M | Sell |
9,927
-2,004
| -17% | -$217K | 0.14% | 132 |
|
|
2019
Q2 | $1.21M | Hold |
11,931
| – | – | 0.16% | 127 |
|
|
2019
Q1 | $1.12M | Hold |
11,931
| – | – | 0.15% | 133 |
|
|
2018
Q4 | $1.03M | Hold |
11,931
| – | – | 0.14% | 136 |
|
|
2018
Q3 | $1.18M | Hold |
11,931
| – | – | 0.15% | 139 |
|
|
2018
Q2 | $1.09M | Hold |
11,931
| – | – | 0.14% | 142 |
|
|
2018
Q1 | $1.13M | Buy |
11,931
+35
| +0.3% | +$3.32K | 0.14% | 142 |
|
|
2017
Q4 | $1.25M | Buy |
+11,896
| New | +$1.25M | 0.15% | 135 |
|