YorkBridge Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Hold |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $200K | Hold |
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|
2019
Q1 | $185K | Hold |
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|
2018
Q4 | $162K | Hold |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $179K | Hold |
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|
2018
Q1 | $190K | Hold |
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|
2017
Q4 | $187K | Hold |
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|
2017
Q3 | $181K | Hold |
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|
2017
Q2 | $174K | Hold |
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|
2017
Q1 | $161K | Hold |
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|
2016
Q4 | $142K | Buy |
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