Marshall Financial Group (Maryland)’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,109
| Closed | -$959K | – | 177 |
|
|
2022
Q4 | $959K | Buy |
9,109
+894
| +11% | +$94.1K | 0.37% | 97 |
|
|
2022
Q3 | $737K | Buy |
8,215
+21
| +0.3% | +$1.88K | 0.31% | 103 |
|
|
2022
Q2 | $802K | Buy |
8,194
+1,338
| +20% | +$131K | 0.32% | 102 |
|
|
2022
Q1 | $753K | Buy |
6,856
+79
| +1% | +$8.68K | 0.31% | 121 |
|
|
2021
Q4 | $898K | Buy |
+6,777
| New | +$898K | 0.33% | 115 |
|