Integrated Wealth Concepts’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
33,615
+16,929
| +101% | +$500K | 0.01% | 919 |
|
|
2025
Q1 | $509K | Sell |
16,686
-1,858
| -10% | -$56.7K | 0.01% | 1129 |
|
|
2024
Q4 | $701K | Buy |
18,544
+2,234
| +14% | +$84.4K | 0.01% | 976 |
|
|
2024
Q3 | $629K | Sell |
16,310
-595
| -4% | -$23K | 0.01% | 990 |
|
|
2024
Q2 | $672K | Sell |
16,905
-1,619
| -9% | -$64.4K | 0.01% | 926 |
|
|
2024
Q1 | $626K | Sell |
18,524
-7,491
| -29% | -$253K | 0.01% | 949 |
|
|
2023
Q4 | $885K | Sell |
26,015
-5,545
| -18% | -$189K | 0.01% | 776 |
|
|
2023
Q3 | $917K | Buy |
31,560
+8,970
| +40% | +$261K | 0.02% | 729 |
|
|
2023
Q2 | $766K | Buy |
22,590
+2,463
| +12% | +$83.6K | 0.01% | 793 |
|
|
2023
Q1 | $857K | Buy |
+20,127
| New | +$857K | 0.02% | 673 |
|