UWM
USAdvisors Wealth Management’s Allete ALE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,450
| Closed | -$205K | – | 131 |
|
2021
Q3 | $205K | Buy |
+3,450
| New | +$205K | 0.09% | 110 |
|
2021
Q1 | – | Sell |
-3,950
| Closed | -$244K | – | 104 |
|
2020
Q4 | $244K | Buy |
3,950
+60
| +2% | +$3.71K | 0.12% | 79 |
|
2020
Q3 | $201 | Sell |
3,890
-162
| -4% | -$8 | 0.03% | 68 |
|
2020
Q2 | $221K | Hold |
4,052
| – | – | 0.12% | 68 |
|
2020
Q1 | $246K | Buy |
+4,052
| New | +$246K | 0.15% | 63 |
|