WFG Advisors’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.19M | Buy |
16,576
+283
| +2% | +$20.3K | 0.27% | 98 |
|
|
2017
Q1 | $1.1M | Sell |
16,293
-735
| -4% | -$49.8K | 0.29% | 81 |
|
|
2016
Q4 | $1.09M | Sell |
17,028
-911
| -5% | -$58.5K | 0.27% | 98 |
|
|
2016
Q3 | $1.07M | Buy |
17,939
+971
| +6% | +$57.9K | 0.27% | 94 |
|
|
2016
Q2 | $1.1M | Sell |
16,968
-7
| -0% | -$453 | 0.29% | 89 |
|
|
2016
Q1 | $952K | Sell |
16,975
-212
| -1% | -$11.9K | 0.28% | 89 |
|
|
2015
Q4 | $874K | Sell |
17,187
-43
| -0.2% | -$2.19K | 0.26% | 92 |
|
|
2015
Q3 | $870K | Buy |
17,230
+621
| +4% | +$31.4K | 0.27% | 85 |
|
|
2015
Q2 | $771K | Buy |
16,609
+124
| +0.8% | +$5.76K | 0.21% | 110 |
|
|
2015
Q1 | $870K | Buy |
16,485
+641
| +4% | +$33.8K | 0.24% | 91 |
|
|
2014
Q4 | $874K | Buy |
15,844
+1,527
| +11% | +$84.2K | 0.18% | 133 |
|
|
2014
Q3 | $636K | Buy |
14,317
+1,099
| +8% | +$48.8K | 0.12% | 206 |
|
|
2014
Q2 | $679K | Buy |
13,218
+2,100
| +19% | +$108K | 0.13% | 194 |
|
|
2014
Q1 | $583K | Buy |
11,118
+1,029
| +10% | +$54K | 0.12% | 207 |
|
|
2013
Q4 | $503K | Buy |
10,089
+433
| +4% | +$21.6K | 0.07% | 310 |
|
|
2013
Q3 | $466K | Buy |
9,656
+758
| +9% | +$36.6K | 0.07% | 291 |
|
|
2013
Q2 | $444K | Buy |
+8,898
| New | +$444K | 0.07% | 285 |
|