Apriem Advisors’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 |
-988
| Closed | -$24K | – | 705 |
|
|
2016
Q3 | $24K | Buy |
988
+3
| +0.3% | +$73 | 0.01% | 300 |
|
|
2016
Q2 | $22K | Buy |
985
+2
| +0.2% | +$45 | 0.01% | 328 |
|
|
2016
Q1 | $23K | Buy |
983
+4
| +0.4% | +$94 | 0.01% | 288 |
|
|
2015
Q4 | $23K | Buy |
979
+3
| +0.3% | +$70 | 0.01% | 280 |
|
|
2015
Q3 | $23K | Buy |
976
+3
| +0.3% | +$71 | 0.01% | 272 |
|
|
2015
Q2 | $26K | Buy |
973
+3
| +0.3% | +$80 | 0.01% | 283 |
|
|
2015
Q1 | $30K | Buy |
970
+2
| +0.2% | +$62 | 0.01% | 258 |
|
|
2014
Q4 | $37K | Buy |
968
+1
| +0.1% | +$38 | 0.01% | 219 |
|
|
2014
Q3 | $37K | Buy |
967
+2
| +0.2% | +$77 | 0.01% | 239 |
|
|
2014
Q2 | $35K | Buy |
965
+2
| +0.2% | +$73 | 0.01% | 225 |
|
|
2014
Q1 | $30K | Sell |
963
-206
| -18% | -$6.42K | 0.01% | 259 |
|
|
2013
Q4 | $30K | Buy |
1,169
+4
| +0.3% | +$103 | 0.01% | 254 |
|
|
2013
Q3 | $23K | Buy |
1,165
+835
| +253% | +$16.5K | 0.01% | 265 |
|
|
2013
Q2 | $6K | Buy |
+330
| New | +$6K | ﹤0.01% | 359 |
|