Elmwood Wealth Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10K | Hold |
150
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $10K | Buy |
+150
| New | +$10K | 0.01% | 249 |
|
|
2020
Q3 | $8K | Hold |
150
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $8K | Sell |
150
-150
| -50% | -$8K | 0.01% | 192 |
|
|
2020
Q1 | $21.7K | Buy |
+300
| New | +$21.7K | 0.02% | 158 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$13K | – | 95 |
|
|
2019
Q3 | $13K | Hold |
150
| – | – | 0.01% | 166 |
|
|
2019
Q2 | $12K | Hold |
150
| – | – | 0.01% | 182 |
|
|
2019
Q1 | $12K | Hold |
150
| – | – | 0.01% | 177 |
|
|
2018
Q4 | $11K | Hold |
150
| – | – | 0.01% | 182 |
|
|
2018
Q3 | $11.3K | Sell |
150
-150
| -50% | -$11.3K | 0.01% | 197 |
|
|
2018
Q2 | $23.2K | Hold |
300
| – | – | 0.02% | 158 |
|
|
2018
Q1 | $21.7K | Buy |
+300
| New | +$21.7K | 0.02% | 158 |
|