SWA
Sutton Wealth Advisors’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.25K | Buy |
12
+4
| +50% | +$417 | ﹤0.01% | 776 |
|
|
2023
Q2 | $960 | Sell |
8
-7
| -47% | -$840 | ﹤0.01% | 775 |
|
|
2023
Q1 | $1.6K | Hold |
15
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $1.58K | Hold |
15
| – | – | ﹤0.01% | 1239 |
|
|
2022
Q3 | $1.35K | Sell |
15
-10
| -40% | -$897 | ﹤0.01% | 1233 |
|
|
2022
Q2 | $2.45K | Hold |
25
| – | – | ﹤0.01% | 1155 |
|
|
2022
Q1 | $2.75K | Hold |
25
| – | – | ﹤0.01% | 1164 |
|
|
2021
Q4 | $3.31K | Sell |
25
-2
| -7% | -$265 | ﹤0.01% | 1132 |
|
|
2021
Q3 | $3.57K | Buy |
27
+2
| +8% | +$264 | ﹤0.01% | 1101 |
|
|
2021
Q2 | $3.48K | Hold |
25
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q1 | $3.14K | Hold |
25
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q4 | $2.91K | Buy |
25
+7
| +39% | +$815 | ﹤0.01% | 1058 |
|
|
2020
Q3 | $1.78K | Hold |
18
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q2 | $1.84K | Sell |
18
-30
| -63% | -$3.07K | ﹤0.01% | 1070 |
|
|
2020
Q1 | $4.42K | Buy |
48
+3
| +7% | +$276 | ﹤0.01% | 848 |
|
|
2019
Q4 | $5.6K | Hold |
45
| – | – | ﹤0.01% | 929 |
|
|
2019
Q3 | $4.66K | Hold |
45
| – | – | ﹤0.01% | 956 |
|
|
2019
Q2 | $4.98K | Hold |
45
| – | – | ﹤0.01% | 933 |
|
|
2019
Q1 | $4.08K | Hold |
45
| – | – | ﹤0.01% | 968 |
|
|
2018
Q4 | $3.59K | Buy |
45
+37
| +463% | +$2.95K | ﹤0.01% | 929 |
|
|
2018
Q3 | $725 | Hold |
8
| – | – | ﹤0.01% | 1058 |
|
|
2018
Q2 | $619 | Sell |
8
-23
| -74% | -$1.78K | ﹤0.01% | 1083 |
|
|
2018
Q1 | $2.64K | Buy |
31
+23
| +288% | +$1.96K | ﹤0.01% | 982 |
|
|
2017
Q4 | $636 | Hold |
8
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q3 | $692 | Hold |
8
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q2 | $649 | Hold |
8
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q1 | $606 | Hold |
8
| – | – | ﹤0.01% | 1007 |
|
|
2016
Q4 | $512 | Hold |
8
| – | – | ﹤0.01% | 1016 |
|
|
2016
Q3 | $551 | Hold |
8
| – | – | ﹤0.01% | 997 |
|
|
2016
Q2 | $555 | Hold |
8
| – | – | ﹤0.01% | 966 |
|
|
2016
Q1 | $510 | Buy |
+8
| New | +$510 | ﹤0.01% | 963 |
|