Avior Wealth Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-416
| Closed | -$27K | – | 784 |
|
2024
Q4 | $27K | Hold |
416
| – | – | ﹤0.01% | 1344 |
|
2024
Q3 | $26.7K | Hold |
416
| – | – | ﹤0.01% | 1314 |
|
2024
Q2 | $25.9K | Sell |
416
-11
| -3% | -$686 | ﹤0.01% | 1294 |
|
2024
Q1 | $25.5K | Sell |
427
-24
| -5% | -$1.43K | ﹤0.01% | 1499 |
|
2023
Q4 | $27.6K | Buy |
451
+35
| +8% | +$2.14K | ﹤0.01% | 832 |
|
2023
Q3 | $22K | Hold |
416
| – | – | ﹤0.01% | 925 |
|
2023
Q2 | $24.1K | Hold |
416
| – | – | ﹤0.01% | 904 |
|
2023
Q1 | $26.8K | Hold |
416
| – | – | ﹤0.01% | 903 |
|
2022
Q4 | $26.8K | Hold |
416
| – | – | ﹤0.01% | 718 |
|
2022
Q3 | $20K | Hold |
416
| – | – | ﹤0.01% | 735 |
|
2022
Q2 | $24K | Hold |
416
| – | – | ﹤0.01% | 655 |
|
2022
Q1 | $27K | Hold |
416
| – | – | ﹤0.01% | 671 |
|
2021
Q4 | $27K | Sell |
416
-416
| -50% | -$27K | ﹤0.01% | 657 |
|
2021
Q3 | $49K | Buy |
+832
| New | +$49K | ﹤0.01% | 563 |
|