Avantax Planning Partners’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-105
| Closed | -$3K | – | 294 |
|
|
2018
Q4 | $3K | Sell |
105
-217
| -67% | -$6.2K | ﹤0.01% | 274 |
|
|
2018
Q3 | $13K | Buy |
+322
| New | +$13K | ﹤0.01% | 803 |
|
|
2018
Q2 | – | Sell |
-532
| Closed | -$25K | – | 235 |
|
|
2018
Q1 | $25K | Buy |
+532
| New | +$25K | ﹤0.01% | 690 |
|