BerganKDV Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.61K | Sell |
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|
2023
Q1 | $3.87K | Hold |
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|
2022
Q4 | $4.14K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $0 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $15K | Buy |
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