Wealth Forward LLC’s Alerus Financial ALRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
50,279
| – | – | 0.73% | 17 |
|
|
2025
Q1 | $928K | Hold |
50,279
| – | – | 0.66% | 16 |
|
|
2024
Q4 | $967K | Hold |
50,279
| – | – | 0.68% | 16 |
|
|
2024
Q3 | $1.15M | Sell |
50,279
-5,200
| -9% | -$119K | 0.81% | 15 |
|
|
2024
Q2 | $1.09M | Hold |
55,479
| – | – | 0.85% | 15 |
|
|
2024
Q1 | $1.21M | Hold |
55,479
| – | – | 0.95% | 14 |
|
|
2023
Q4 | $1.24M | Buy |
+55,479
| New | +$1.24M | 1.05% | 14 |
|