Integrated Wealth Concepts’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
53,931
+3,279
| +6% | +$210K | 0.03% | 447 |
|
|
2025
Q1 | $3.33M | Sell |
50,652
-5,104
| -9% | -$335K | 0.04% | 426 |
|
|
2024
Q4 | $3.61M | Buy |
55,756
+9,276
| +20% | +$601K | 0.04% | 371 |
|
|
2024
Q3 | $2.98M | Buy |
46,480
+4,850
| +12% | +$311K | 0.04% | 428 |
|
|
2024
Q2 | $2.6M | Buy |
41,630
+1,950
| +5% | +$122K | 0.04% | 429 |
|
|
2024
Q1 | $2.37M | Buy |
39,680
+12,956
| +48% | +$773K | 0.03% | 465 |
|
|
2023
Q4 | $1.63M | Buy |
+26,724
| New | +$1.63M | 0.03% | 553 |
|