Winslow Evans & Crocker’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $62K | Buy |
565
+350
| +163% | +$38.4K | 0.01% | 549 |
|
|
2020
Q3 | $20K | Sell |
215
-48
| -18% | -$4.47K | 0.01% | 621 |
|
|
2020
Q2 | $26K | Sell |
263
-31
| -11% | -$3.07K | 0.01% | 564 |
|
|
2020
Q1 | $30K | Hold |
294
| – | – | 0.01% | 513 |
|
|
2019
Q4 | $34K | Hold |
294
| – | – | 0.01% | 567 |
|
|
2019
Q3 | $34K | Sell |
294
-226
| -43% | -$26.1K | 0.01% | 561 |
|
|
2019
Q2 | $54K | Sell |
520
-80
| -13% | -$8.31K | 0.02% | 491 |
|
|
2019
Q1 | $60K | Buy |
600
+60
| +11% | +$6K | 0.02% | 459 |
|
|
2018
Q4 | $46K | Hold |
540
| – | – | 0.02% | 461 |
|
|
2018
Q3 | $56K | Hold |
540
| – | – | 0.02% | 461 |
|
|
2018
Q2 | $52K | Hold |
540
| – | – | 0.02% | 482 |
|
|
2018
Q1 | $51.2K | Hold |
540
| – | – | 0.02% | 480 |
|
|
2017
Q4 | $56.5K | Hold |
540
| – | – | 0.02% | 468 |
|
|
2017
Q3 | $49.6K | Sell |
540
-85
| -14% | -$7.81K | 0.02% | 481 |
|
|
2017
Q2 | $55.3K | Sell |
625
-1
| -0.2% | -$88 | 0.02% | 538 |
|
|
2017
Q1 | $50.9K | Hold |
626
| – | – | 0.02% | 531 |
|
|
2016
Q4 | $46.3K | Sell |
626
-126
| -17% | -$9.32K | 0.01% | 553 |
|
|
2016
Q3 | $51.9K | Buy |
752
+46
| +7% | +$3.17K | 0.01% | 528 |
|
|
2016
Q2 | $49.4K | Sell |
706
-110
| -13% | -$7.7K | 0.01% | 516 |
|
|
2016
Q1 | $55K | Sell |
816
-150
| -16% | -$10.1K | 0.02% | 477 |
|
|
2015
Q4 | $60K | Hold |
966
| – | – | 0.02% | 497 |
|
|
2015
Q3 | $56.3K | Hold |
966
| – | – | 0.02% | 494 |
|
|
2015
Q2 | $62.7K | Buy |
966
+170
| +21% | +$11K | 0.02% | 505 |
|
|
2015
Q1 | $56.7K | Hold |
796
| – | – | 0.02% | 523 |
|
|
2014
Q4 | $55.9K | Hold |
796
| – | – | 0.02% | 516 |
|
|
2014
Q3 | $48.9K | Sell |
796
-57
| -7% | -$3.5K | 0.01% | 559 |
|
|
2014
Q2 | $50.1K | Sell |
853
-869
| -50% | -$51K | 0.02% | 500 |
|
|
2014
Q1 | $97.4K | Buy |
1,722
+260
| +18% | +$14.7K | 0.03% | 353 |
|
|
2013
Q4 | $80K | Buy |
+1,462
| New | +$80K | 0.03% | 426 |
|