AE Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,681
| Closed | -$290K | – | 2144 |
|
|
2024
Q4 | $290K | Buy |
+7,681
| New | +$290K | ﹤0.01% | 1117 |
|
|
2023
Q2 | – | Sell |
-5,672
| Closed | -$241K | – | 1887 |
|
|
2023
Q1 | $241K | Buy |
5,672
+533
| +10% | +$22.7K | ﹤0.01% | 1644 |
|
|
2022
Q4 | $234K | Buy |
+5,139
| New | +$234K | ﹤0.01% | 1610 |
|
|
2022
Q3 | – | Sell |
-9,390
| Closed | -$428K | – | 1737 |
|
|
2022
Q2 | $428K | Buy |
9,390
+302
| +3% | +$13.8K | ﹤0.01% | 1274 |
|
|
2022
Q1 | $818K | Buy |
9,088
+628
| +7% | +$56.5K | 0.01% | 987 |
|
|
2021
Q4 | $504K | Sell |
8,460
-2,206
| -21% | -$131K | ﹤0.01% | 1245 |
|
|
2021
Q3 | $522K | Buy |
10,666
+2,374
| +29% | +$116K | ﹤0.01% | 1156 |
|
|
2021
Q2 | $305K | Buy |
8,292
+1,539
| +23% | +$56.6K | ﹤0.01% | 1337 |
|
|
2021
Q1 | $219K | Buy |
+6,753
| New | +$219K | ﹤0.01% | 1369 |
|