Journey Strategic Wealth’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,532
| Closed | -$219K | – | 232 |
|
|
2023
Q3 | $219K | Buy |
+7,532
| New | +$219K | 0.01% | 156 |
|
|
2023
Q2 | – | Sell |
-5,032
| Closed | -$214K | – | 201 |
|
|
2023
Q1 | $214K | Buy |
5,032
+4
| +0.1% | +$170 | 0.02% | 216 |
|
|
2022
Q4 | $229K | Sell |
5,028
-2,116
| -30% | -$96.2K | 0.03% | 183 |
|
|
2022
Q3 | $240K | Buy |
7,144
+2,144
| +43% | +$72K | 0.03% | 128 |
|
|
2022
Q2 | $228K | Buy |
+5,000
| New | +$228K | 0.03% | 94 |
|