IFWM
Institute for Wealth Management’s Alcoa AA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,088
| Closed | -$213K | – | 418 |
|
|
2019
Q2 | $213K | Sell |
9,088
-2,133
| -19% | -$50K | 0.05% | 420 |
|
|
2019
Q1 | $316K | Buy |
11,221
+1,117
| +11% | +$31.5K | 0.07% | 324 |
|
|
2018
Q4 | $269K | Sell |
10,104
-299
| -3% | -$7.96K | 0.11% | 210 |
|
|
2018
Q3 | $419K | Sell |
10,403
-22
| -0.2% | -$886 | 0.14% | 174 |
|
|
2018
Q2 | $497K | Sell |
10,425
-112
| -1% | -$5.34K | 0.16% | 166 |
|
|
2018
Q1 | $532K | Buy |
+10,537
| New | +$532K | 0.16% | 187 |
|
|
2017
Q4 | – | Sell |
-30,105
| Closed | -$1.4M | – | 391 |
|
|
2017
Q3 | $1.4M | Buy |
+30,105
| New | +$1.4M | 0.46% | 69 |
|