Crewe Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11
| Closed | -$320 | – | 414 |
|
|
2023
Q3 | $320 | Buy |
11
+3
| +38% | +$87 | ﹤0.01% | 415 |
|
|
2023
Q2 | $272 | Buy |
+8
| New | +$272 | ﹤0.01% | 680 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$5K | – | 250 |
|
|
2019
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 193 |
|
|
2019
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 232 |
|
|
2019
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 188 |
|
|
2018
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 188 |
|
|
2018
Q3 | $10K | Hold |
250
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $12K | Hold |
250
| – | – | 0.01% | 200 |
|
|
2018
Q1 | $11K | Hold |
250
| – | – | 0.01% | 216 |
|
|
2017
Q4 | $13K | Buy |
+250
| New | +$13K | 0.01% | 208 |
|