Phoenix Financial’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,333
| Closed | -$243K | – | 289 |
|
|
2022
Q4 | $243K | Buy |
+5,333
| New | +$243K | ﹤0.01% | 247 |
|
|
2022
Q3 | – | Sell |
-4,547
| Closed | -$207K | – | 325 |
|
|
2022
Q2 | $207K | Buy |
4,547
+942
| +26% | +$42.9K | ﹤0.01% | 339 |
|
|
2022
Q1 | $325K | Buy |
+3,605
| New | +$325K | 0.01% | 323 |
|
|
2021
Q4 | – | Sell |
-1,262,103
| Closed | -$61.8M | – | 374 |
|
|
2021
Q3 | $61.8M | Buy |
+1,262,103
| New | +$61.8M | 1.07% | 25 |
|