Eagle Ridge Investment Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,430
| Closed | -$300K | – | 160 |
|
|
2019
Q3 | $300K | Sell |
3,430
-750
| -18% | -$65.6K | 0.04% | 125 |
|
|
2019
Q2 | $348K | Hold |
4,180
| – | – | 0.05% | 120 |
|
|
2019
Q1 | $344K | Hold |
4,180
| – | – | 0.05% | 122 |
|
|
2018
Q4 | $319K | Sell |
4,180
-175
| -4% | -$13.4K | 0.05% | 123 |
|
|
2018
Q3 | $327K | Hold |
4,355
| – | – | 0.05% | 131 |
|
|
2018
Q2 | $337K | Hold |
4,355
| – | – | 0.05% | 126 |
|
|
2018
Q1 | $315K | Sell |
4,355
-500
| -10% | -$36.2K | 0.05% | 134 |
|
|
2017
Q4 | $361K | Hold |
4,855
| – | – | 0.06% | 132 |
|
|
2017
Q3 | $375K | Buy |
+4,855
| New | +$375K | 0.06% | 123 |
|