Aldebaran Financial’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,474
| Closed | -$109K | – | 96 |
|
|
2016
Q3 | $109K | Hold |
4,474
| – | – | 0.09% | 96 |
|
|
2016
Q2 | $106K | Hold |
4,474
| – | – | 0.09% | 100 |
|
|
2016
Q1 | $103K | Hold |
4,474
| – | – | 0.09% | 97 |
|
|
2015
Q4 | $104K | Sell |
4,474
-416
| -9% | -$9.67K | 0.1% | 101 |
|
|
2015
Q3 | $114K | Sell |
4,890
-4,036
| -45% | -$94.1K | 0.11% | 99 |
|
|
2015
Q2 | $239K | Sell |
8,926
-250
| -3% | -$6.69K | 0.2% | 93 |
|
|
2015
Q1 | $285K | Buy |
9,176
+3,974
| +76% | +$123K | 0.24% | 85 |
|
|
2014
Q4 | $197K | Buy |
+5,202
| New | +$197K | 0.17% | 107 |
|