Apollon Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,758
| Closed | -$264K | – | 1116 |
|
|
2023
Q4 | $264K | Buy |
7,758
+628
| +9% | +$21.4K | 0.01% | 892 |
|
|
2023
Q3 | $207K | Buy |
7,130
+745
| +12% | +$21.7K | 0.01% | 827 |
|
|
2023
Q2 | $217K | Sell |
6,385
-1,599
| -20% | -$54.3K | 0.01% | 843 |
|
|
2023
Q1 | $340K | Sell |
7,984
-44
| -0.5% | -$1.87K | 0.02% | 644 |
|
|
2022
Q4 | $365K | Sell |
8,028
-494
| -6% | -$22.5K | 0.03% | 604 |
|
|
2022
Q3 | $287K | Hold |
8,522
| – | – | 0.02% | 613 |
|
|
2022
Q2 | $388K | Sell |
8,522
-120
| -1% | -$5.46K | 0.03% | 496 |
|
|
2022
Q1 | $778K | Sell |
8,642
-302
| -3% | -$27.2K | 0.06% | 348 |
|
|
2021
Q4 | $533K | Buy |
+8,944
| New | +$533K | 0.04% | 447 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | – | – | 160 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 738 |
|