Heritage Wealth Management (Arizona)’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.97K | Buy |
108
+54
| +100% | +$3.48K | ﹤0.01% | 826 |
|
|
2022
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 807 |
|
|
2022
Q2 | $3.17K | Hold |
54
| – | – | ﹤0.01% | 828 |
|
|
2022
Q1 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 810 |
|
|
2021
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 773 |
|
|
2021
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 762 |
|
|
2021
Q1 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 655 |
|