YorkBridge Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $273K | Sell |
2,014
-18
| -0.9% | -$2.44K | 0.07% | 209 |
|
|
2022
Q3 | $253K | Hold |
2,032
| – | – | 0.07% | 231 |
|
|
2022
Q2 | $258K | Hold |
2,032
| – | – | 0.07% | 224 |
|
|
2022
Q1 | $281K | Hold |
2,032
| – | – | 0.06% | 247 |
|
|
2021
Q4 | $239K | Hold |
2,032
| – | – | 0.05% | 258 |
|
|
2021
Q3 | $259K | Buy |
2,032
+2
| +0.1% | +$255 | 0.07% | 230 |
|
|
2021
Q2 | $265K | Sell |
2,030
-74
| -4% | -$9.66K | 0.07% | 222 |
|
|
2021
Q1 | $242K | Sell |
2,104
-42
| -2% | -$4.83K | 0.07% | 223 |
|
|
2020
Q4 | $236K | Buy |
+2,146
| New | +$236K | 0.08% | 182 |
|
|
2020
Q1 | – | Sell |
-1,926
| Closed | -$217K | – | 156 |
|
|
2019
Q4 | $217K | Hold |
1,926
| – | – | 0.1% | 178 |
|
|
2019
Q3 | $209K | Sell |
1,926
-40
| -2% | -$4.34K | 0.11% | 167 |
|
|
2019
Q2 | $200K | Hold |
1,966
| – | – | 0.09% | 172 |
|
|
2019
Q1 | $185K | Hold |
1,966
| – | – | 0.09% | 170 |
|
|
2018
Q4 | $162K | Hold |
1,966
| – | – | 0.09% | 170 |
|
|
2018
Q3 | $194K | Hold |
1,966
| – | – | 0.09% | 171 |
|
|
2018
Q2 | $179K | Hold |
1,966
| – | – | 0.08% | 191 |
|
|
2018
Q1 | $190K | Hold |
1,966
| – | – | 0.09% | 182 |
|
|
2017
Q4 | $187K | Hold |
1,966
| – | – | 0.09% | 177 |
|
|
2017
Q3 | $181K | Hold |
1,966
| – | – | 0.09% | 186 |
|
|
2017
Q2 | $174K | Hold |
1,966
| – | – | 0.09% | 184 |
|
|
2017
Q1 | $161K | Hold |
1,966
| – | – | 0.08% | 189 |
|
|
2016
Q4 | $142K | Buy |
+1,966
| New | +$142K | 0.08% | 190 |
|