Glassman Wealth Services’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$612 | – | 267 |
|
|
2023
Q4 | $612 | Sell |
10
-1
| -9% | -$61 | ﹤0.01% | 1678 |
|
|
2023
Q3 | $581 | Sell |
11
-3
| -21% | -$158 | ﹤0.01% | 1704 |
|
|
2023
Q2 | $812 | Hold |
14
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q1 | $901 | Buy |
+14
| New | +$901 | ﹤0.01% | 1466 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$1K | – | 1919 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1317 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1329 |
|
|
2022
Q1 | $1K | Sell |
14
-14
| -50% | -$1K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1103 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q3 | $1K | Sell |
28
-56
| -67% | -$2K | ﹤0.01% | 1082 |
|
|
2020
Q2 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 607 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 1102 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1151 |
|