Wellesley Investment Partners’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
-2,308
Closed -$223K 104
2020
Q2
$223K Sell
2,308
-150
-6% -$14.5K 0.08% 99
2020
Q1
$225K Sell
2,458
-253
-9% -$23.2K 0.09% 90
2019
Q4
$304K Buy
+2,711
New +$304K 0.09% 92