Icon Wealth Partners’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | – | – | 188 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 888 |
|
|
2018
Q3 | – | Sell |
-51
| Closed | -$4K | – | 288 |
|
|
2018
Q2 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 769 |
|
|
2018
Q1 | – | Sell |
-55
| Closed | -$4K | – | 273 |
|
|
2017
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 791 |
|