Berman Capital Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $23K | Buy |
473
+147
| +45% | +$7.15K | ﹤0.01% | 927 |
|
|
2021
Q2 | $12K | Buy |
326
+77
| +31% | +$2.83K | ﹤0.01% | 1074 |
|
|
2021
Q1 | $8K | Hold |
249
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q4 | $5K | Hold |
249
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q3 | $2K | Hold |
249
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q2 | $2K | Buy |
249
+89
| +56% | +$715 | ﹤0.01% | 1218 |
|
|
2020
Q1 | $0 | Buy |
160
+53
| +50% | – | ﹤0.01% | 1436 |
|
|
2019
Q4 | $2K | Hold |
107
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q3 | $2K | Buy |
107
+60
| +128% | +$1.12K | ﹤0.01% | 1136 |
|
|
2019
Q2 | $1K | Buy |
47
+1
| +2% | +$21 | ﹤0.01% | 1286 |
|
|
2019
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1166 |
|