Guardian Investment Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,994
| Closed | -$133K | – | 55 |
|
|
2015
Q2 | $133K | Buy |
+4,994
| New | +$133K | 0.15% | 51 |
|
|
2014
Q3 | – | Sell |
-4,786
| Closed | -$201K | – | 55 |
|
|
2014
Q2 | $201K | Buy |
+4,786
| New | +$201K | 0.22% | 55 |
|
|
2013
Q3 | – | Sell |
-9,363
| Closed | -$176K | – | 55 |
|
|
2013
Q2 | $176K | Buy |
+9,363
| New | +$176K | 0.25% | 51 |
|