Carolina Wealth Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,627
| Closed | -$256K | – | 240 |
|
2022
Q2 | $256K | Buy |
5,627
+937
| +20% | +$42.6K | 0.17% | 68 |
|
2022
Q1 | $422K | Sell |
4,690
-4,176
| -47% | -$376K | 0.27% | 42 |
|
2021
Q4 | $528K | Buy |
8,866
+2,092
| +31% | +$125K | 0.3% | 33 |
|
2021
Q3 | $332K | Buy |
6,774
+1,145
| +20% | +$56.1K | 0.22% | 42 |
|
2021
Q2 | $207K | Buy |
5,629
+1,242
| +28% | +$45.7K | 0.14% | 54 |
|
2021
Q1 | $143K | Buy |
+4,387
| New | +$143K | 0.1% | 53 |
|