GW Henssler & Associates’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,427
| Closed | -$214K | – | 192 |
|
|
2024
Q2 | $214K | Buy |
3,427
+10
| +0.3% | +$624 | 0.01% | 153 |
|
|
2024
Q1 | $204K | Buy |
3,417
+5
| +0.1% | +$298 | 0.01% | 165 |
|
|
2023
Q4 | $209K | Sell |
3,412
-1,000
| -23% | -$61.2K | 0.01% | 149 |
|
|
2023
Q3 | $233K | Buy |
+4,412
| New | +$233K | 0.02% | 156 |
|
|
2020
Q2 | – | Sell |
-3,875
| Closed | -$235K | – | 195 |
|
|
2020
Q1 | $235K | Sell |
3,875
-387
| -9% | -$23.5K | 0.02% | 177 |
|
|
2019
Q4 | $346K | Buy |
4,262
+962
| +29% | +$78.1K | 0.03% | 179 |
|
|
2019
Q3 | $288K | Hold |
3,300
| – | – | 0.03% | 181 |
|
|
2019
Q2 | $275K | Sell |
3,300
-2,727
| -45% | -$227K | 0.02% | 190 |
|
|
2019
Q1 | $496K | Buy |
+6,027
| New | +$496K | 0.05% | 127 |
|