Personal Wealth Partners’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-266
| Closed | -$19K | – | 88 |
|
|
2021
Q2 | $19K | Buy |
+266
| New | +$19K | 0.01% | 215 |
|
|
2020
Q1 | – | Sell |
-269
| Closed | -$22K | – | 82 |
|
|
2019
Q4 | $22K | Hold |
269
| – | – | 0.01% | 189 |
|
|
2019
Q3 | $24K | Buy |
269
+3
| +1% | +$268 | 0.01% | 188 |
|
|
2019
Q2 | $22K | Buy |
+266
| New | +$22K | 0.01% | 178 |
|