Winch Advisory Services’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29
| Closed | -$1.79K | – | 462 |
|
|
2024
Q2 | $1.79K | Buy |
29
+1
| +4% | +$62 | ﹤0.01% | 380 |
|
|
2024
Q1 | $1.7K | Hold |
28
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $1.72K | Hold |
28
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $1K | Buy |
28
+1
| +4% | +$56 | ﹤0.01% | 379 |
|
|
2023
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $1K | Buy |
27
+1
| +4% | +$59 | ﹤0.01% | 348 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 338 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 368 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 388 |
|
|
2021
Q3 | $2K | Buy |
26
+1
| +4% | +$68 | ﹤0.01% | 398 |
|
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 359 |
|
|
2020
Q3 | $1K | Buy |
25
+1
| +4% | +$56 | ﹤0.01% | 350 |
|
|
2020
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 302 |
|
|
2019
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 311 |
|
|
2019
Q3 | $2K | Buy |
24
+1
| +4% | +$86 | ﹤0.01% | 286 |
|
|
2019
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 338 |
|
|
2019
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 312 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$1.78K | ﹤0.01% | 283 |
|
|
2014
Q2 | – | Sell |
-23
| Closed | -$1K | – | 265 |
|
|
2014
Q1 | $1K | Buy |
+23
| New | +$1.15K | ﹤0.01% | 262 |
|
Other funds holding ALE
