Smith Salley Wealth Management’s Allegion ALLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-11,835
Closed -$617K 188
2014
Q1
$617K Sell
11,835
-67
-0.6% -$3.49K 0.39% 63
2013
Q4
$526K Buy
+11,902
New +$526K 0.34% 60