Gary Goldberg Planning Services’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $135K | Buy |
2,453
+430
| +21% | +$23.7K | 0.06% | 127 |
|
|
2014
Q3 | $90K | Buy |
2,023
+1,005
| +99% | +$44.7K | 0.04% | 166 |
|
|
2014
Q2 | $52K | Sell |
1,018
-105
| -9% | -$5.36K | 0.02% | 214 |
|
|
2014
Q1 | $59K | Buy |
1,123
+5
| +0.4% | +$263 | 0.03% | 202 |
|
|
2013
Q4 | $56K | Buy |
1,118
+215
| +24% | +$10.8K | 0.03% | 194 |
|
|
2013
Q3 | $44K | Buy |
903
+8
| +0.9% | +$390 | 0.03% | 208 |
|
|
2013
Q2 | $45K | Buy |
+895
| New | +$45K | 0.03% | 194 |
|