Carson Wealth (CWM LLC)’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $932K | Buy |
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|
2025
Q2 | $763K | Buy |
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|
2025
Q1 | $416K | Buy |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $170K | Buy |
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|
2023
Q3 | $46K | Sell |
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|
2023
Q2 | $58K | Buy |
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|
2023
Q1 | $52K | Buy |
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|
2022
Q4 | $51K | Sell |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $64K | Buy |
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|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $16K | Sell |
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|
2017
Q3 | $31K | Buy |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Buy |
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|
2016
Q4 | $13K | Buy |
|