Heritage Wealth Management (Arizona)’s Allegion ALLE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ALLE Stock Details ALLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$302K	Sell
2024 Q1	$383K	Sell
2023 Q4	$369K	Buy
2022 Q4	$817K	Buy
2022 Q3	$304K	Buy
2022 Q2	$322K	Buy
2022 Q1	$311K	Buy
2021 Q3	$182K	Buy
2021 Q2	$167K	Buy
2021 Q1	$107K	Buy