Nelson Capital Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-148
| Closed | -$6K | – | 287 |
|
|
2018
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 222 |
|
|
2018
Q2 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 207 |
|
|
2015
Q3 | – | Sell |
-618
| Closed | -$17K | – | 253 |
|
|
2015
Q2 | $17K | Buy |
+618
| New | +$17K | 0.01% | 188 |
|
|
2015
Q1 | – | Sell |
-618
| Closed | -$23K | – | 264 |
|
|
2014
Q4 | $23K | Hold |
618
| – | – | 0.01% | 172 |
|
|
2014
Q3 | $24K | Hold |
618
| – | – | 0.01% | 168 |
|
|
2014
Q2 | $22K | Buy |
+618
| New | +$22K | 0.01% | 183 |
|