J.P. Morgan Private Wealth Advisors’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,796
| Closed | -$244K | – | 1479 |
|
|
2023
Q1 | $244K | Buy |
3,796
+83
| +2% | +$5.34K | ﹤0.01% | 1754 |
|
|
2022
Q4 | $240K | Sell |
3,713
-18,294
| -83% | -$1.18M | ﹤0.01% | 1744 |
|
|
2022
Q3 | $1.1M | Sell |
22,007
-1,424
| -6% | -$71.2K | ﹤0.01% | 1089 |
|
|
2022
Q2 | $1.38M | Buy |
23,431
+1,155
| +5% | +$67.9K | ﹤0.01% | 983 |
|
|
2022
Q1 | $1.49M | Buy |
22,276
+7,058
| +46% | +$473K | ﹤0.01% | 1028 |
|
|
2021
Q4 | $1.01M | Buy |
15,218
+2,985
| +24% | +$198K | ﹤0.01% | 1236 |
|
|
2021
Q3 | $728K | Buy |
12,233
+1,147
| +10% | +$68.3K | ﹤0.01% | 1360 |
|
|
2021
Q2 | $776K | Buy |
11,086
+6,632
| +149% | +$464K | ﹤0.01% | 1310 |
|
|
2021
Q1 | $299K | Buy |
4,454
+541
| +14% | +$36.3K | ﹤0.01% | 1534 |
|
|
2020
Q4 | $242K | Sell |
3,913
-393
| -9% | -$24.3K | ﹤0.01% | 1577 |
|
|
2020
Q3 | $223K | Buy |
+4,306
| New | +$223K | ﹤0.01% | 1485 |
|