Bell & Brown Wealth Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $289K | Sell |
21,577
-1,300
| -6% | -$17.4K | 0.21% | 64 |
|
|
2020
Q2 | $336K | Sell |
22,877
-105
| -0.5% | -$1.54K | 0.26% | 61 |
|
|
2020
Q1 | $177K | Buy |
22,982
+715
| +3% | +$5.51K | 0.16% | 70 |
|
|
2019
Q4 | $452K | Buy |
22,267
+8,967
| +67% | +$182K | 0.34% | 66 |
|
|
2019
Q3 | $265K | Sell |
13,300
-200
| -1% | -$3.99K | 0.22% | 72 |
|
|
2019
Q2 | $316K | Sell |
13,500
-150
| -1% | -$3.51K | 0.28% | 69 |
|
|
2019
Q1 | $384K | Sell |
13,650
-1,354
| -9% | -$38.1K | 0.35% | 69 |
|
|
2018
Q4 | $399K | Sell |
15,004
-428
| -3% | -$11.4K | 0.43% | 62 |
|
|
2018
Q3 | $540K | Buy |
15,432
+1,367
| +10% | +$47.8K | 0.5% | 64 |
|
|
2018
Q2 | $659K | Buy |
14,065
+373
| +3% | +$17.5K | 0.65% | 59 |
|
|
2018
Q1 | $701K | Sell |
13,692
-344
| -2% | -$17.6K | 0.74% | 57 |
|
|
2017
Q4 | $756K | Buy |
+14,036
| New | +$756K | 0.78% | 54 |
|