AE Wealth Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,478
| Closed | -$1.19M | – | 2042 |
|
|
2023
Q3 | $1.19M | Sell |
22,478
-9,032
| -29% | -$477K | 0.01% | 1030 |
|
|
2023
Q2 | $1.83M | Buy |
31,510
+1,220
| +4% | +$70.7K | 0.01% | 870 |
|
|
2023
Q1 | $1.95M | Buy |
30,290
+1,367
| +5% | +$88K | 0.01% | 813 |
|
|
2022
Q4 | $1.87M | Buy |
28,923
+18,833
| +187% | +$1.21M | 0.01% | 775 |
|
|
2022
Q3 | $505K | Buy |
10,090
+1,028
| +11% | +$51.5K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $533K | Buy |
+9,062
| New | +$533K | ﹤0.01% | 1163 |
|
|
2021
Q3 | – | Sell |
-4,124
| Closed | -$289K | – | 1597 |
|
|
2021
Q2 | $289K | Buy |
4,124
+411
| +11% | +$28.8K | ﹤0.01% | 1350 |
|
|
2021
Q1 | $249K | Buy |
+3,713
| New | +$249K | ﹤0.01% | 1320 |
|