MWM
MorganRosel Wealth Management’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,854
| Closed | -$598K | – | 72 |
|
|
2020
Q2 | $598K | Sell |
5,854
-435
| -7% | -$44.4K | 0.55% | 40 |
|
|
2020
Q1 | $579K | Sell |
6,289
-358
| -5% | -$33K | 0.66% | 29 |
|
|
2019
Q4 | $828K | Sell |
6,647
-400
| -6% | -$49.8K | 0.63% | 27 |
|
|
2019
Q3 | $730K | Buy |
+7,047
| New | +$730K | 0.6% | 39 |
|