Optimum Investment Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-39
| Closed | -$2K | – | 821 |
|
|
2021
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 771 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 898 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 894 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$15K | – | 861 |
|
|
2019
Q4 | $15K | Hold |
700
| – | – | ﹤0.01% | 711 |
|
|
2019
Q3 | $14K | Buy |
+700
| New | +$14K | ﹤0.01% | 727 |
|
|
2018
Q3 | – | Sell |
-114
| Closed | -$5K | – | 1002 |
|
|
2018
Q2 | $5K | Hold |
114
| – | – | ﹤0.01% | 923 |
|
|
2018
Q1 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 892 |
|
|
2015
Q1 | – | Sell |
-429
| Closed | -$16K | – | 966 |
|
|
2014
Q4 | $16K | Buy |
429
+1
| +0.2% | +$37 | 0.01% | 766 |
|
|
2014
Q3 | $17K | Buy |
428
+1
| +0.2% | +$40 | 0.01% | 671 |
|
|
2014
Q2 | $15K | Buy |
+427
| New | +$15K | ﹤0.01% | 706 |
|