Windsor Wealth Management’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,721
Closed -$243K 163
2022
Q4
$243K Sell
1,721
-4
-0.2% -$565 0.05% 139
2022
Q3
$225K Hold
1,725
0.06% 135
2022
Q2
$226K Sell
1,725
-66
-4% -$8.65K 0.06% 139
2022
Q1
$254K Buy
+1,791
New +$254K 0.05% 203