Wealth Enhancement Advisory Services’s Allete ALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $814K | Buy |
12,550
+3,179
| +34% | +$206K | ﹤0.01% | 1859 |
|
2025
Q1 | $616K | Buy |
9,371
+540
| +6% | +$35.5K | ﹤0.01% | 1883 |
|
2024
Q4 | $572K | Buy |
8,831
+1,761
| +25% | +$114K | ﹤0.01% | 1875 |
|
2024
Q3 | $454K | Buy |
7,070
+731
| +12% | +$46.9K | ﹤0.01% | 1870 |
|
2024
Q2 | $395K | Buy |
6,339
+503
| +9% | +$31.4K | ﹤0.01% | 1794 |
|
2024
Q1 | $348K | Sell |
5,836
-95
| -2% | -$5.67K | ﹤0.01% | 1821 |
|
2023
Q4 | $363K | Sell |
5,931
-736
| -11% | -$45K | ﹤0.01% | 1699 |
|
2023
Q3 | $352K | Buy |
+6,667
| New | +$352K | ﹤0.01% | 1634 |
|