High Net Worth Advisory Group’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-333
| Closed | -$35.1K | – | 207 |
|
|
2022
Q4 | $35.1K | Sell |
333
-616
| -65% | -$64.8K | 0.01% | 374 |
|
|
2022
Q3 | $85K | Hold |
949
| – | – | 0.04% | 253 |
|
|
2022
Q2 | $93K | Buy |
949
+616
| +185% | +$60.4K | 0.04% | 248 |
|
|
2022
Q1 | $37K | Hold |
333
| – | – | 0.01% | 377 |
|
|
2021
Q4 | $44K | Buy |
+333
| New | +$44K | 0.02% | 362 |
|