Plante Moran Financial Advisors’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 |
-37
| Closed | -$2K | – | 800 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 810 |
|
|
2017
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 777 |
|
|
2017
Q3 | $2K | Sell |
37
-122
| -77% | -$6.6K | ﹤0.01% | 711 |
|
|
2017
Q2 | $5K | Buy |
159
+122
| +330% | +$3.84K | ﹤0.01% | 656 |
|
|
2017
Q1 | $1K | Sell |
37
-138
| -79% | -$3.73K | ﹤0.01% | 810 |
|
|
2016
Q4 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 699 |
|
|
2016
Q3 | – | Sell |
-141
| Closed | -$3K | – | 920 |
|
|
2016
Q2 | $3K | Hold |
141
| – | – | ﹤0.01% | 699 |
|
|
2016
Q1 | $3K | Buy |
+141
| New | +$3K | ﹤0.01% | 642 |
|
|
2015
Q4 | – | Sell |
-93
| Closed | -$2K | – | 946 |
|
|
2015
Q3 | $2K | Sell |
93
-117
| -56% | -$2.52K | ﹤0.01% | 653 |
|
|
2015
Q2 | $6K | Hold |
210
| – | – | ﹤0.01% | 587 |
|
|
2015
Q1 | $7K | Buy |
210
+21
| +11% | +$700 | ﹤0.01% | 559 |
|
|
2014
Q4 | $7K | Hold |
189
| – | – | 0.01% | 597 |
|
|
2014
Q3 | $7K | Hold |
189
| – | – | 0.01% | 605 |
|
|
2014
Q2 | $7K | Buy |
+189
| New | +$7K | 0.01% | 604 |
|
|
2013
Q3 | – | Sell |
-899
| Closed | -$17K | – | 630 |
|
|
2013
Q2 | $17K | Buy |
+899
| New | +$17K | 0.01% | 259 |
|