Valeo Financial Advisors’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-32
| Closed | -$3K | – | 1532 |
|
|
2020
Q2 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 1565 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$5K | – | 1535 |
|
|
2019
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 1128 |
|
|
2018
Q4 | $4K | Sell |
55
-68
| -55% | -$4.95K | ﹤0.01% | 1107 |
|
|
2018
Q3 | $11K | Buy |
123
+68
| +124% | +$6.08K | ﹤0.01% | 922 |
|
|
2018
Q2 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 1169 |
|