BerganKDV 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
Q2 | $2.61K | Sell |
77
-14
| -15% | -$475 | ﹤0.01% | 664 |
|
|
2023
Q1 | $3.87K | Hold |
91
| – | – | ﹤0.01% | 728 |
|
|
2022
Q4 | $4.14K | Buy |
91
+14
| +18% | +$637 | ﹤0.01% | 699 |
|
|
2022
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 735 |
|
|
2022
Q2 | $4K | Buy |
77
+75
| +3,750% | +$3.9K | ﹤0.01% | 717 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 988 |
|
|
2019
Q4 | – | Sell |
-318
| Closed | -$6K | – | 927 |
|
|
2019
Q3 | $6K | Hold |
318
| – | – | ﹤0.01% | 537 |
|
|
2019
Q2 | $7K | Hold |
318
| – | – | ﹤0.01% | 546 |
|
|
2019
Q1 | $9K | Hold |
318
| – | – | ﹤0.01% | 537 |
|
|
2018
Q4 | $8K | Hold |
318
| – | – | ﹤0.01% | 504 |
|
|
2018
Q3 | $13K | Hold |
318
| – | – | ﹤0.01% | 453 |
|
|
2018
Q2 | $15K | Buy |
+318
| New | +$15K | ﹤0.01% | 447 |
|