Reilly Financial Advisors’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 961 |
|
|
2021
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 839 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 883 |
|
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 898 |
|
|
2020
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 780 |
|
|
2020
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 737 |
|
|
2020
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 794 |
|
|
2020
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 764 |
|
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 765 |
|
|
2019
Q3 | $3K | Sell |
35
-405
| -92% | -$34.7K | ﹤0.01% | 780 |
|
|
2019
Q2 | $37K | Buy |
440
+2
| +0.5% | +$168 | ﹤0.01% | 405 |
|
|
2019
Q1 | $36K | Buy |
438
+3
| +0.7% | +$247 | ﹤0.01% | 406 |
|
|
2018
Q4 | $33K | Buy |
435
+3
| +0.7% | +$228 | ﹤0.01% | 397 |
|
|
2018
Q3 | $32K | Buy |
432
+397
| +1,134% | +$29.4K | ﹤0.01% | 440 |
|
|
2018
Q2 | $3K | Sell |
35
-30
| -46% | -$2.57K | ﹤0.01% | 872 |
|
|
2018
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 764 |
|
|
2017
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 764 |
|
|
2017
Q3 | $5K | Buy |
65
+35
| +117% | +$2.69K | ﹤0.01% | 742 |
|
|
2017
Q2 | $2K | Sell |
30
-25
| -45% | -$1.67K | ﹤0.01% | 864 |
|
|
2017
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 771 |
|
|
2016
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 693 |
|
|
2016
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 701 |
|
|
2016
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 626 |
|
|
2016
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 756 |
|
|
2015
Q4 | $3K | Sell |
55
-320
| -85% | -$17.5K | ﹤0.01% | 766 |
|
|
2015
Q3 | $19K | Sell |
375
-205
| -35% | -$10.4K | ﹤0.01% | 618 |
|
|
2015
Q2 | $27K | Sell |
580
-9,120
| -94% | -$425K | ﹤0.01% | 580 |
|
|
2015
Q1 | $512K | Buy |
9,700
+2,860
| +42% | +$151K | 0.09% | 116 |
|
|
2014
Q4 | $377K | Buy |
6,840
+2,415
| +55% | +$133K | 0.09% | 99 |
|
|
2014
Q3 | $196K | Buy |
4,425
+2,160
| +95% | +$95.7K | 0.05% | 126 |
|
|
2014
Q2 | $116K | Buy |
2,265
+760
| +50% | +$38.9K | 0.03% | 168 |
|
|
2014
Q1 | $79K | Buy |
+1,505
| New | +$79K | 0.02% | 206 |
|