Aspen Investment Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,400
| Closed | -$230K | – | 139 |
|
|
2023
Q1 | $230K | Buy |
+5,400
| New | +$230K | 0.15% | 118 |
|
|
2022
Q3 | – | Sell |
-7,995
| Closed | -$364K | – | 129 |
|
|
2022
Q2 | $364K | Hold |
7,995
| – | – | 0.23% | 108 |
|
|
2022
Q1 | $720K | Sell |
7,995
-141
| -2% | -$12.7K | 0.38% | 84 |
|
|
2021
Q4 | $485K | Sell |
8,136
-431
| -5% | -$25.7K | 0.24% | 108 |
|
|
2021
Q3 | $419K | Hold |
8,567
| – | – | 0.22% | 101 |
|
|
2021
Q2 | $316K | Buy |
+8,567
| New | +$316K | 0.17% | 121 |
|