Integrated Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-94
| Closed | -$2K | – | 1233 |
|
|
2016
Q2 | $2K | Sell |
94
-1,248
| -93% | -$26.6K | ﹤0.01% | 1043 |
|
|
2016
Q1 | $31K | Hold |
1,342
| – | – | 0.01% | 454 |
|
|
2015
Q4 | $32K | Hold |
1,342
| – | – | 0.01% | 474 |
|
|
2015
Q3 | $31K | Buy |
1,342
+52
| +4% | +$1.2K | 0.01% | 474 |
|
|
2015
Q2 | $35K | Buy |
1,290
+1,248
| +2,971% | +$33.9K | 0.01% | 458 |
|
|
2015
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1156 |
|