Wealthcare Advisory Partners’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20
| Closed | -$3K | – | 590 |
|
|
2021
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1759 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$7K | – | 353 |
|
|
2020
Q1 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 998 |
|
|
2019
Q3 | – | Sell |
-291
| Closed | -$32K | – | 1336 |
|
|
2019
Q2 | $32K | Hold |
291
| – | – | 0.01% | 605 |
|
|
2019
Q1 | $26K | Buy |
+291
| New | +$26K | ﹤0.01% | 593 |
|