Aufman Associates’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,978
| Closed | -$317K | – | 43 |
|
|
2022
Q4 | $317K | Hold |
6,978
| – | – | 0.29% | 30 |
|
|
2022
Q3 | $235K | Hold |
6,978
| – | – | 0.25% | 34 |
|
|
2022
Q2 | $318K | Buy |
6,978
+46
| +0.7% | +$2.1K | 0.3% | 30 |
|
|
2022
Q1 | $624K | Sell |
6,932
-1,130
| -14% | -$102K | 0.49% | 19 |
|
|
2021
Q4 | $480K | Buy |
8,062
+1,064
| +15% | +$63.3K | 0.35% | 21 |
|
|
2021
Q3 | $342K | Hold |
6,998
| – | – | 0.28% | 27 |
|
|
2021
Q2 | $258K | Sell |
6,998
-850
| -11% | -$31.3K | 0.2% | 39 |
|
|
2021
Q1 | $255K | Buy |
+7,848
| New | +$255K | 0.21% | 36 |
|