Bruderman Asset Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-251
| Closed | -$21K | – | 129 |
|
|
2019
Q1 | $21K | Hold |
251
| – | – | ﹤0.01% | 365 |
|
|
2018
Q4 | $19K | Buy |
251
+2
| +0.8% | +$151 | ﹤0.01% | 353 |
|
|
2018
Q3 | $19K | Sell |
249
-167
| -40% | -$12.7K | ﹤0.01% | 256 |
|
|
2018
Q2 | $32K | Sell |
416
-2,127
| -84% | -$164K | 0.01% | 239 |
|
|
2018
Q1 | $184K | Buy |
+2,543
| New | +$184K | 0.04% | 125 |
|
|
2017
Q3 | – | Sell |
-1,049
| Closed | -$75K | – | 130 |
|
|
2017
Q2 | $75K | Buy |
+1,049
| New | +$75K | 0.02% | 176 |
|
|
2017
Q1 | – | Sell |
-1,457
| Closed | -$94K | – | 124 |
|
|
2016
Q4 | $94K | Buy |
1,457
+11
| +0.8% | +$710 | 0.03% | 158 |
|
|
2016
Q3 | $86K | Sell |
1,446
-39
| -3% | -$2.32K | 0.03% | 167 |
|
|
2016
Q2 | $96K | Buy |
1,485
+1,019
| +219% | +$65.9K | 0.03% | 161 |
|
|
2016
Q1 | $26K | Sell |
466
-11
| -2% | -$614 | 0.01% | 248 |
|
|
2015
Q4 | $24K | Sell |
477
-840
| -64% | -$42.3K | 0.01% | 269 |
|
|
2015
Q3 | $66K | Sell |
1,317
-1,192
| -48% | -$59.7K | 0.03% | 185 |
|
|
2015
Q2 | $116K | Buy |
2,509
+224
| +10% | +$10.4K | 0.04% | 143 |
|
|
2015
Q1 | $121K | Buy |
+2,285
| New | +$121K | 0.05% | 136 |
|