Everpar Advisors’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
3,008
+873
| +41% | +$126K | 0.2% | 141 |
|
|
2025
Q1 | $279K | Sell |
2,135
-300
| -12% | -$39.1K | 0.15% | 196 |
|
|
2024
Q4 | $318K | Sell |
2,435
-65
| -3% | -$8.49K | 0.16% | 172 |
|
|
2024
Q3 | $364K | Sell |
2,500
-313
| -11% | -$45.6K | 0.19% | 164 |
|
|
2024
Q2 | $332K | Buy |
2,813
+116
| +4% | +$13.7K | 0.17% | 175 |
|
|
2024
Q1 | $363K | Sell |
2,697
-2,082
| -44% | -$280K | 0.22% | 156 |
|
|
2023
Q4 | $605K | Buy |
+4,779
| New | +$605K | 0.28% | 127 |
|