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Whitaker-Myers Wealth Managers’s Allstate ALL Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,595
Closed -$223K – 96
2023
Q4 		$223K Buy
+1,595
New +$223K 0.11% 77