OneDigital Investment Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-203
| Closed | -$5K | – | 533 |
|
|
2019
Q2 | $5K | Sell |
203
-219
| -52% | -$5.39K | ﹤0.01% | 1023 |
|
|
2019
Q1 | $12K | Buy |
422
+219
| +108% | +$6.23K | ﹤0.01% | 837 |
|
|
2018
Q4 | $5K | Hold |
203
| – | – | ﹤0.01% | 942 |
|
|
2018
Q3 | $8K | Hold |
203
| – | – | ﹤0.01% | 864 |
|
|
2018
Q2 | $10K | Hold |
203
| – | – | ﹤0.01% | 1033 |
|
|
2018
Q1 | $9K | Hold |
203
| – | – | ﹤0.01% | 1049 |
|
|
2017
Q4 | $11K | Hold |
203
| – | – | ﹤0.01% | 948 |
|
|
2017
Q3 | $9K | Sell |
203
-100
| -33% | -$4.43K | ﹤0.01% | 818 |
|
|
2017
Q2 | $10K | Buy |
+303
| New | +$10K | ﹤0.01% | 935 |
|