Concord Wealth Partners’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-54
| Closed | -$4K | – | 1223 |
|
|
2022
Q1 | $4K | Sell |
54
-28
| -34% | -$2.07K | ﹤0.01% | 940 |
|
|
2021
Q4 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 927 |
|
|
2021
Q3 | – | Sell |
-42
| Closed | -$3K | – | 900 |
|
|
2021
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 798 |
|