Baldwin Wealth Partners’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 |
-125
| Closed | -$6.6K | – | 728 |
|
2023
Q3 | $6.6K | Hold |
125
| – | – | ﹤0.01% | 605 |
|
2023
Q2 | $7.25K | Sell |
125
-75
| -38% | -$4.35K | ﹤0.01% | 622 |
|
2023
Q1 | $12.9K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
2022
Q4 | $12.9K | Hold |
200
| – | – | ﹤0.01% | 586 |
|
2022
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 516 |
|
2022
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 517 |
|
2022
Q1 | $13K | Sell |
200
-133
| -40% | -$8.65K | ﹤0.01% | 513 |
|
2021
Q4 | $22K | Hold |
333
| – | – | ﹤0.01% | 447 |
|
2021
Q3 | $20K | Hold |
333
| – | – | ﹤0.01% | 452 |
|
2021
Q2 | $23K | Hold |
333
| – | – | ﹤0.01% | 455 |
|
2021
Q1 | $22K | Hold |
333
| – | – | ﹤0.01% | 443 |
|
2020
Q4 | $21K | Hold |
333
| – | – | ﹤0.01% | 398 |
|
2020
Q3 | $17K | Hold |
333
| – | – | ﹤0.01% | 397 |
|
2020
Q2 | $18K | Hold |
333
| – | – | ﹤0.01% | 398 |
|
2020
Q1 | $20K | Hold |
333
| – | – | ﹤0.01% | 372 |
|
2019
Q4 | $27K | Hold |
333
| – | – | ﹤0.01% | 379 |
|
2019
Q3 | $29K | Hold |
333
| – | – | ﹤0.01% | 369 |
|
2019
Q2 | $28K | Hold |
333
| – | – | ﹤0.01% | 364 |
|
2019
Q1 | $27K | Hold |
333
| – | – | ﹤0.01% | 369 |
|
2018
Q4 | $25K | Hold |
333
| – | – | ﹤0.01% | 358 |
|
2018
Q3 | $25K | Hold |
333
| – | – | ﹤0.01% | 384 |
|
2018
Q2 | $26K | Hold |
333
| – | – | ﹤0.01% | 374 |
|
2018
Q1 | $24K | Hold |
333
| – | – | ﹤0.01% | 363 |
|
2017
Q4 | $25K | Hold |
333
| – | – | ﹤0.01% | 350 |
|
2017
Q3 | $26K | Hold |
333
| – | – | ﹤0.01% | 338 |
|
2017
Q2 | $24K | Hold |
333
| – | – | ﹤0.01% | 357 |
|
2017
Q1 | $23K | Hold |
333
| – | – | ﹤0.01% | 356 |
|
2016
Q4 | $21K | Hold |
333
| – | – | ﹤0.01% | 359 |
|
2016
Q3 | $20K | Hold |
333
| – | – | ﹤0.01% | 382 |
|
2016
Q2 | $22K | Hold |
333
| – | – | ﹤0.01% | 329 |
|
2016
Q1 | $19K | Buy |
+333
| New | +$19K | ﹤0.01% | 364 |
|