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Atria Wealth Solutions’s Alcoa AA Stock Holding History

Atria Wealth Solutions’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,698
Closed -$498K – 1858
2023
Q1 		$498K Sell
11,698
-107
-0.9% -$5.16K 0.01% 1142
2022
Q4 		$537K Buy
11,805
+1
+0% +$44 0.01% 1043
2022
Q3 		$397K Sell
11,804
-6,500
-36% -$303K 0.01% 1151
2022
Q2 		$834K Buy
18,304
+7,675
+72% +$498K 0.02% 771
2022
Q1 		$957K Buy
+10,629
New +$772K 0.02% 754

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TP
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