Kelly Financial Services’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5
| Closed | -$199 | – | 113 |
|
2024
Q2 | $199 | Hold |
5
| – | – | ﹤0.01% | 741 |
|
2024
Q1 | $169 | Hold |
5
| – | – | ﹤0.01% | 744 |
|
2023
Q4 | $170 | Hold |
5
| – | – | ﹤0.01% | 740 |
|
2023
Q3 | $145 | Hold |
5
| – | – | ﹤0.01% | 728 |
|
2023
Q2 | $170 | Hold |
5
| – | – | ﹤0.01% | 688 |
|
2023
Q1 | $213 | Hold |
5
| – | – | ﹤0.01% | 659 |
|
2022
Q4 | $227 | Hold |
5
| – | – | ﹤0.01% | 637 |
|
2022
Q3 | $168 | Sell |
5
-501
| -99% | -$16.8K | ﹤0.01% | 658 |
|
2022
Q2 | $23.1K | Sell |
506
-10
| -2% | -$456 | 0.01% | 238 |
|
2022
Q1 | $46.4K | Buy |
516
+6
| +1% | +$540 | 0.02% | 186 |
|
2021
Q4 | $30.4K | Buy |
510
+500
| +5,000% | +$29.8K | 0.01% | 227 |
|
2021
Q3 | $489 | Sell |
10
-358
| -97% | -$17.5K | ﹤0.01% | 604 |
|
2021
Q2 | $10K | Buy |
368
+358
| +3,580% | +$9.73K | ﹤0.01% | 582 |
|
2021
Q1 | $325 | Sell |
10
-11
| -52% | -$358 | ﹤0.01% | 598 |
|
2020
Q4 | $484 | Hold |
21
| – | – | ﹤0.01% | 542 |
|
2020
Q3 | $244 | Hold |
21
| – | – | ﹤0.01% | 541 |
|
2020
Q2 | $236 | Hold |
21
| – | – | ﹤0.01% | 560 |
|
2020
Q1 | $129 | Hold |
21
| – | – | ﹤0.01% | 548 |
|
2019
Q4 | $452 | Hold |
21
| – | – | ﹤0.01% | 506 |
|
2019
Q3 | $421 | Hold |
21
| – | – | ﹤0.01% | 492 |
|
2019
Q2 | $492 | Hold |
21
| – | – | ﹤0.01% | 446 |
|
2019
Q1 | $591 | Buy |
+21
| New | +$591 | ﹤0.01% | 437 |
|