Mosaic Family Wealth’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10
| Closed | – | – | 676 |
|
|
2018
Q1 | $0 | Sell |
10
-22
| -69% | – | ﹤0.01% | 666 |
|
|
2017
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 635 |
|
|
2017
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 854 |
|
|
2017
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 680 |
|
|
2017
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 693 |
|
|
2016
Q4 | – | Sell |
-142
| Closed | -$3K | – | 700 |
|
|
2016
Q3 | $3K | Sell |
142
-288
| -67% | -$6.09K | ﹤0.01% | 624 |
|
|
2016
Q2 | $10K | Hold |
430
| – | – | ﹤0.01% | 526 |
|
|
2016
Q1 | $9K | Hold |
430
| – | – | ﹤0.01% | 531 |
|
|
2015
Q4 | $10K | Buy |
+430
| New | +$10K | ﹤0.01% | 523 |
|