EverSource Wealth Advisors’s Alcoa AA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2K | Buy |
2,040
+1,295
| +174% | +$38.2K | ﹤0.01% | 1497 |
|
|
2025
Q1 | $22.7K | Buy |
745
+427
| +134% | +$13K | ﹤0.01% | 1625 |
|
|
2024
Q4 | $12K | Buy |
318
+46
| +17% | +$1.74K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $10.5K | Buy |
272
+77
| +39% | +$2.97K | ﹤0.01% | 1837 |
|
|
2024
Q2 | $6.44K | Sell |
195
-46
| -19% | -$1.52K | ﹤0.01% | 2110 |
|
|
2024
Q1 | $8.47K | Buy |
241
+82
| +52% | +$2.88K | ﹤0.01% | 1780 |
|
|
2023
Q4 | $5.41K | Sell |
159
-244
| -61% | -$8.3K | ﹤0.01% | 1825 |
|
|
2023
Q3 | $11.7K | Buy |
403
+92
| +30% | +$2.67K | ﹤0.01% | 1359 |
|
|
2023
Q2 | $10.6K | Buy |
311
+89
| +40% | +$3.02K | ﹤0.01% | 1415 |
|
|
2023
Q1 | $9.45K | Buy |
+222
| New | +$9.45K | ﹤0.01% | 1389 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1957 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1613 |
|