Mercer Global Advisors’s Allete ALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $499K | Buy |
7,783
+471
| +6% | +$30.2K | ﹤0.01% | 1539 |
|
2025
Q1 | $480K | Sell |
7,312
-3,722
| -34% | -$245K | ﹤0.01% | 1494 |
|
2024
Q4 | $715K | Buy |
+11,034
| New | +$715K | ﹤0.01% | 1260 |
|
2020
Q3 | – | Sell |
-5,131
| Closed | -$280K | – | 1237 |
|
2020
Q2 | $280K | Sell |
5,131
-1,504
| -23% | -$82.1K | 0.01% | 872 |
|
2020
Q1 | $403K | Sell |
6,635
-1,978
| -23% | -$120K | 0.01% | 723 |
|
2019
Q4 | $699K | Buy |
8,613
+471
| +6% | +$38.2K | 0.01% | 620 |
|
2019
Q3 | $711K | Buy |
8,142
+630
| +8% | +$55K | 0.02% | 580 |
|
2019
Q2 | $625K | Buy |
7,512
+1,079
| +17% | +$89.8K | 0.02% | 604 |
|
2019
Q1 | $529K | Buy |
+6,433
| New | +$529K | 0.02% | 607 |
|