B. Riley Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,181
| Closed | -$376K | – | 756 |
|
|
2022
Q1 | $376K | Buy |
+4,181
| New | +$376K | 0.03% | 392 |
|
|
2016
Q1 | – | Sell |
-4,278
| Closed | -$101K | – | 130 |
|
|
2015
Q4 | $101K | Buy |
+4,278
| New | +$101K | 0.13% | 147 |
|
|
2015
Q3 | – | Sell |
-4,591
| Closed | -$123K | – | 147 |
|
|
2015
Q2 | $123K | Sell |
4,591
-3,235
| -41% | -$86.7K | 0.1% | 239 |
|
|
2015
Q1 | $242K | Buy |
7,826
+5,392
| +222% | +$167K | 0.18% | 164 |
|
|
2014
Q4 | $92K | Sell |
2,434
-22,552
| -90% | -$852K | 0.08% | 282 |
|
|
2014
Q3 | $966K | Buy |
24,986
+16,193
| +184% | +$626K | 0.72% | 24 |
|
|
2014
Q2 | $314K | Buy |
8,793
+312
| +4% | +$11.1K | 0.2% | 139 |
|
|
2014
Q1 | $262K | Buy |
+8,481
| New | +$262K | 0.19% | 140 |
|