OneDigital Investment Advisors’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,492
| Closed | -$112K | – | 1102 |
|
|
2018
Q3 | $112K | Hold |
1,492
| – | – | 0.03% | 262 |
|
|
2018
Q2 | $115K | Hold |
1,492
| – | – | 0.02% | 312 |
|
|
2018
Q1 | $108K | Hold |
1,492
| – | – | 0.02% | 323 |
|
|
2017
Q4 | $111K | Buy |
+1,492
| New | +$111K | 0.01% | 314 |
|
|
2017
Q3 | – | Sell |
-1,492
| Closed | -$107K | – | 1034 |
|
|
2017
Q2 | $107K | Buy |
+1,492
| New | +$107K | 0.03% | 298 |
|