Baystate Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.53K | Buy |
+74
| New | +$2.53K | ﹤0.01% | 1016 |
|
|
2023
Q2 | – | Sell |
-93
| Closed | -$3.97K | – | 1047 |
|
|
2023
Q1 | $3.97K | Buy |
+93
| New | +$3.97K | ﹤0.01% | 722 |
|
|
2021
Q4 | – | Sell |
-108
| Closed | -$5K | – | 870 |
|
|
2021
Q3 | $5K | Buy |
108
+100
| +1,250% | +$4.63K | ﹤0.01% | 589 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 666 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 629 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 643 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 589 |
|
|
2019
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 614 |
|
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 569 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 531 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 551 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 570 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 530 |
|
|
2017
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 535 |
|
|
2017
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 519 |
|
|
2017
Q2 | $9K | Hold |
8
| – | – | ﹤0.01% | 348 |
|
|
2017
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 497 |
|