CreativeOne Wealth’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,681
| Closed | -$326K | – | 1110 |
|
|
2025
Q1 | $326K | Buy |
10,681
+764
| +8% | +$23.3K | 0.01% | 835 |
|
|
2024
Q4 | $375K | Buy |
9,917
+803
| +9% | +$30.3K | 0.01% | 795 |
|
|
2024
Q3 | $352K | Buy |
9,114
+360
| +4% | +$13.9K | 0.01% | 737 |
|
|
2024
Q2 | $348K | Buy |
+8,754
| New | +$348K | 0.02% | 575 |
|