First Heartland Consultants’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,619
| Closed | -$235K | – | 346 |
|
|
2022
Q1 | $235K | Buy |
+2,619
| New | +$235K | 0.04% | 304 |
|
|
2016
Q1 | – | Sell |
-12,563
| Closed | -$298K | – | 274 |
|
|
2015
Q4 | $298K | Buy |
12,563
+640
| +5% | +$15.2K | 0.11% | 195 |
|
|
2015
Q3 | $277K | Buy |
+11,923
| New | +$277K | 0.12% | 190 |
|