WR Wealth Planners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Buy |
5,691
+10
| +0.2% | +$1.93K | 0.35% | 41 |
|
|
2024
Q3 | $1.08M | Buy |
5,681
+108
| +2% | +$20.5K | 0.3% | 55 |
|
|
2024
Q2 | $890K | Buy |
5,573
+30
| +0.5% | +$4.79K | 0.27% | 55 |
|
|
2024
Q1 | $959K | Buy |
5,543
+214
| +4% | +$37K | 0.3% | 50 |
|
|
2023
Q4 | $746K | Buy |
5,329
+243
| +5% | +$34K | 0.28% | 62 |
|
|
2023
Q3 | $567K | Buy |
5,086
+30
| +0.6% | +$3.34K | 0.22% | 73 |
|
|
2023
Q2 | $551K | Buy |
5,056
+128
| +3% | +$14K | 0.21% | 72 |
|
|
2023
Q1 | $546K | Buy |
4,928
+1,271
| +35% | +$141K | 0.24% | 66 |
|
|
2022
Q4 | $496K | Buy |
3,657
+25
| +0.7% | +$3.39K | 0.31% | 51 |
|
|
2022
Q3 | $452K | Hold |
3,632
| – | – | 0.32% | 52 |
|
|
2022
Q2 | $460K | Buy |
3,632
+22
| +0.6% | +$2.79K | 0.3% | 55 |
|
|
2022
Q1 | $500K | Buy |
+3,610
| New | +$500K | 0.3% | 57 |
|