Berman Capital Advisors’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $49K | Buy |
828
+222
| +37% | +$13.1K | 0.01% | 675 |
|
|
2021
Q2 | $42K | Buy |
606
+17
| +3% | +$1.18K | 0.01% | 647 |
|
|
2021
Q1 | $39K | Buy |
589
+453
| +333% | +$30K | 0.01% | 570 |
|
|
2020
Q4 | $8K | Sell |
136
-40
| -23% | -$2.35K | ﹤0.01% | 983 |
|
|
2020
Q3 | $9K | Buy |
176
+54
| +44% | +$2.76K | ﹤0.01% | 819 |
|
|
2020
Q2 | $6K | Sell |
122
-48
| -28% | -$2.36K | ﹤0.01% | 916 |
|
|
2020
Q1 | $10K | Hold |
170
| – | – | ﹤0.01% | 654 |
|
|
2019
Q4 | $13K | Buy |
170
+1
| +0.6% | +$76 | ﹤0.01% | 646 |
|
|
2019
Q3 | $14K | Hold |
169
| – | – | ﹤0.01% | 608 |
|
|
2019
Q2 | $14K | Hold |
169
| – | – | ﹤0.01% | 609 |
|
|
2019
Q1 | $13K | Buy |
169
+151
| +839% | +$11.6K | ﹤0.01% | 569 |
|
|
2018
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 943 |
|