BerganKDV Wealth Management’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $383K | Hold |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $475K | Hold |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $500K | Hold |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $417K | Sell |
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|
2020
Q3 | $355K | Hold |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $445K | Buy |
|