Concert Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-29,674
| Closed | -$716K | – | 492 |
|
|
2016
Q3 | $716K | Buy |
29,674
+18,170
| +158% | +$438K | 0.09% | 291 |
|
|
2016
Q2 | $256K | Buy |
11,504
+5,423
| +89% | +$121K | 0.03% | 519 |
|
|
2016
Q1 | $140K | Sell |
6,081
-1,368
| -18% | -$31.5K | 0.02% | 629 |
|
|
2015
Q4 | $174K | Buy |
+7,449
| New | +$174K | 0.02% | 608 |
|
|
2015
Q1 | – | Sell |
-4,419
| Closed | -$170K | – | 488 |
|
|
2014
Q4 | $170K | Buy |
+4,419
| New | +$170K | 0.03% | 591 |
|