Jackson Wealth Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-43,321
| Closed | -$3.64M | – | 105 |
|
|
2019
Q4 | $3.64M | Buy |
43,321
+1,284
| +3% | +$108K | 0.6% | 49 |
|
|
2019
Q3 | $3.65M | Buy |
42,037
+8,008
| +24% | +$695K | 0.76% | 38 |
|
|
2019
Q2 | $2.93M | Buy |
34,029
+684
| +2% | +$58.9K | 0.64% | 41 |
|
|
2019
Q1 | $2.74M | Buy |
33,345
+711
| +2% | +$58.5K | 0.67% | 40 |
|
|
2018
Q4 | $2.4M | Sell |
32,634
-74
| -0.2% | -$5.44K | 0.72% | 37 |
|
|
2018
Q3 | $2.45M | Buy |
32,708
+1,010
| +3% | +$75.7K | 0.52% | 46 |
|
|
2018
Q2 | $2.44M | Sell |
31,698
-212
| -0.7% | -$16.3K | 0.57% | 46 |
|
|
2018
Q1 | $2.28M | Sell |
31,910
-4,850
| -13% | -$346K | 0.64% | 41 |
|
|
2017
Q4 | $2.7M | Buy |
36,760
+216
| +0.6% | +$15.8K | 0.68% | 41 |
|
|
2017
Q3 | $2.88M | Buy |
36,544
+1,851
| +5% | +$146K | 0.78% | 30 |
|
|
2017
Q2 | $2.57M | Buy |
34,693
+3,073
| +10% | +$227K | 0.81% | 27 |
|
|
2017
Q1 | $2.17M | Buy |
31,620
+2,712
| +9% | +$186K | 0.78% | 26 |
|
|
2016
Q4 | $1.82M | Buy |
+28,908
| New | +$1.82M | 0.71% | 31 |
|