Clearstead Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Sell |
347
-223
| -39% | -$6.58K | ﹤0.01% | 1879 |
|
|
2025
Q1 | $17.4K | Buy |
+570
| New | +$17.4K | ﹤0.01% | 1459 |
|
|
2023
Q4 | – | Sell |
-293
| Closed | -$8.52K | – | 1513 |
|
|
2023
Q3 | $8.52K | Buy |
+293
| New | +$8.52K | ﹤0.01% | 1137 |
|
|
2022
Q3 | – | Sell |
-53
| Closed | -$2K | – | 1233 |
|
|
2022
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 1066 |
|
|
2021
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 947 |
|
|
2020
Q4 | $1K | Sell |
53
-45
| -46% | -$849 | ﹤0.01% | 913 |
|
|
2020
Q3 | $1K | Buy |
98
+1
| +1% | +$10 | ﹤0.01% | 833 |
|
|
2020
Q2 | $1K | Hold |
97
| – | – | ﹤0.01% | 758 |
|
|
2020
Q1 | $1K | Buy |
+97
| New | +$1K | ﹤0.01% | 743 |
|