EWM
Evercore Wealth Management’s Allete ALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,765
| Closed | -$224K | – | 361 |
|
|
2019
Q4 | $224K | Sell |
2,765
-34
| -1% | -$2.75K | 0.01% | 372 |
|
|
2019
Q3 | $245K | Sell |
2,799
-89
| -3% | -$7.79K | 0.01% | 362 |
|
|
2019
Q2 | $240K | Buy |
2,888
+170
| +6% | +$14.1K | 0.01% | 367 |
|
|
2019
Q1 | $224K | Hold |
2,718
| – | – | 0.01% | 374 |
|
|
2018
Q4 | $207K | Sell |
2,718
-32
| -1% | -$2.44K | 0.01% | 357 |
|
|
2018
Q3 | $206K | Buy |
2,750
+50
| +2% | +$3.75K | 0.01% | 402 |
|
|
2018
Q2 | $209K | Buy |
+2,700
| New | +$209K | 0.01% | 387 |
|
|
2016
Q4 | – | Sell |
-3,500
| Closed | -$209K | – | 1012 |
|
|
2016
Q3 | $209K | Buy |
+3,500
| New | +$209K | 0.01% | 365 |
|