TFO Wealth Partners’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$404 | – | 85 |
|
|
2024
Q1 | $404 | Hold |
3
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $380 | Hold |
3
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $360 | Hold |
3
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $360 | Hold |
3
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $320 | Sell |
3
-24
| -89% | -$2.56K | ﹤0.01% | 359 |
|
|
2022
Q4 | $937 | Buy |
+27
| New | +$937 | ﹤0.01% | 382 |
|