Mark Sheptoff Financial Planning’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 |
-51
| Closed | -$2.04K | – | 429 |
|
|
2024
Q2 | $2.04K | Hold |
51
| – | – | ﹤0.01% | 391 |
|
|
2024
Q1 | $1.73K | Hold |
51
| – | – | ﹤0.01% | 367 |
|
|
2023
Q4 | $1.73K | Hold |
51
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $1.48K | Hold |
51
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $1.72K | Buy |
51
+1
| +2% | +$34 | ﹤0.01% | 351 |
|
|
2023
Q1 | $2.15K | Hold |
50
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $2.29K | Hold |
50
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 319 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 332 |
|
|
2022
Q1 | $5K | Sell |
50
-50
| -50% | -$5K | ﹤0.01% | 339 |
|
|
2021
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 352 |
|