Omnia Family Wealth’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-27
| Closed | -$2K | – | 113 |
|
|
2019
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 435 |
|
|
2018
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 382 |
|
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 413 |
|
|
2018
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 393 |
|
|
2018
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 406 |
|
|
2017
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 405 |
|
|
2017
Q3 | $2K | Sell |
27
-54
| -67% | -$4K | ﹤0.01% | 421 |
|
|
2017
Q2 | $6K | Hold |
81
| – | – | ﹤0.01% | 346 |
|
|
2017
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 360 |
|
|
2016
Q4 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 360 |
|