Wealthspire Advisors (Maryland)’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-984
| Closed | -$81K | – | 509 |
|
|
2019
Q1 | $81K | Sell |
984
-300
| -23% | -$24.7K | 0.01% | 713 |
|
|
2018
Q4 | $98K | Buy |
1,284
+13
| +1% | +$992 | 0.01% | 605 |
|
|
2018
Q3 | $95K | Hold |
1,271
| – | – | 0.01% | 706 |
|
|
2018
Q2 | $98K | Hold |
1,271
| – | – | 0.01% | 710 |
|
|
2018
Q1 | $92K | Sell |
1,271
-50
| -4% | -$3.62K | 0.01% | 746 |
|
|
2017
Q4 | $98K | Sell |
1,321
-555
| -30% | -$41.2K | 0.01% | 720 |
|
|
2017
Q3 | $145K | Buy |
1,876
+4
| +0.2% | +$309 | 0.02% | 577 |
|
|
2017
Q2 | $134K | Buy |
1,872
+49
| +3% | +$3.51K | 0.02% | 585 |
|
|
2017
Q1 | $123K | Sell |
1,823
-87
| -5% | -$5.87K | 0.02% | 523 |
|
|
2016
Q4 | $123K | Sell |
1,910
-165
| -8% | -$10.6K | 0.02% | 509 |
|
|
2016
Q3 | $124K | Sell |
2,075
-162
| -7% | -$9.68K | 0.02% | 506 |
|
|
2016
Q2 | $145K | Sell |
2,237
-173
| -7% | -$11.2K | 0.02% | 452 |
|
|
2016
Q1 | $135K | Buy |
2,410
+73
| +3% | +$4.09K | 0.02% | 452 |
|
|
2015
Q4 | $119K | Buy |
+2,337
| New | +$119K | 0.02% | 481 |
|