Kiley Juergens Wealth Management’s Alaska Air ALK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-17,243
| Closed | -$1.12M | – | 45 |
|
2019
Q3 | $1.12M | Buy |
17,243
+88
| +0.5% | +$5.71K | 1.22% | 23 |
|
2019
Q2 | $1.1M | Buy |
17,155
+1,778
| +12% | +$114K | 1.23% | 23 |
|
2019
Q1 | $863K | Buy |
15,377
+3,063
| +25% | +$172K | 1.08% | 23 |
|
2018
Q4 | $749K | Buy |
12,314
+1,357
| +12% | +$82.5K | 1.05% | 24 |
|
2018
Q3 | $754K | Buy |
10,957
+2,804
| +34% | +$193K | 0.56% | 37 |
|
2018
Q2 | $492K | Buy |
+8,153
| New | +$492K | 0.44% | 46 |
|
2018
Q1 | – | Sell |
-927
| Closed | -$68K | – | 103 |
|
2017
Q4 | $68K | Buy |
+927
| New | +$68K | 0.06% | 165 |
|