WFG Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $90K | Buy |
1,023
+617
| +152% | +$54.3K | 0.02% | 546 |
|
|
2017
Q1 | $33K | Sell |
406
-3,806
| -90% | -$309K | 0.01% | 768 |
|
|
2016
Q4 | $312K | Buy |
4,212
+1,338
| +47% | +$99.1K | 0.08% | 275 |
|
|
2016
Q3 | $199K | Buy |
2,874
+41
| +1% | +$2.84K | 0.05% | 376 |
|
|
2016
Q2 | $198K | Buy |
2,833
+2,303
| +435% | +$161K | 0.05% | 341 |
|
|
2016
Q1 | $36K | Buy |
530
+8
| +2% | +$543 | 0.01% | 745 |
|
|
2015
Q4 | $32K | Buy |
522
+54
| +12% | +$3.31K | 0.01% | 772 |
|
|
2015
Q3 | $27K | Sell |
468
-2,814
| -86% | -$162K | 0.01% | 804 |
|
|
2015
Q2 | $213K | Buy |
3,282
+2
| +0.1% | +$130 | 0.06% | 327 |
|
|
2015
Q1 | $233K | Buy |
3,280
+2
| +0.1% | +$142 | 0.07% | 314 |
|
|
2014
Q4 | $230K | Buy |
3,278
+1
| +0% | +$70 | 0.05% | 384 |
|
|
2014
Q3 | $201K | Buy |
3,277
+1,401
| +75% | +$85.9K | 0.04% | 445 |
|
|
2014
Q2 | $110K | Buy |
1,876
+171
| +10% | +$10K | 0.02% | 627 |
|
|
2014
Q1 | $96K | Sell |
1,705
-10,231
| -86% | -$576K | 0.02% | 648 |
|
|
2013
Q4 | $651K | Buy |
11,936
+208
| +2% | +$11.3K | 0.09% | 249 |
|
|
2013
Q3 | $593K | Buy |
11,728
+2,746
| +31% | +$139K | 0.09% | 249 |
|
|
2013
Q2 | $432K | Buy |
+8,982
| New | +$432K | 0.07% | 290 |
|