Private Wealth Advisors (Pennsylvania)’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,174
| Closed | -$204K | – | 111 |
|
|
2016
Q2 | $204K | Buy |
9,174
+173
| +2% | +$3.85K | 0.1% | 116 |
|
|
2016
Q1 | $207K | Buy |
+9,001
| New | +$207K | 0.11% | 115 |
|
|
2015
Q2 | – | Sell |
-6,443
| Closed | -$200K | – | 136 |
|
|
2015
Q1 | $200K | Sell |
6,443
-1,664
| -21% | -$51.7K | 0.09% | 132 |
|
|
2014
Q4 | $308K | Buy |
8,107
+1,914
| +31% | +$72.7K | 0.15% | 103 |
|
|
2014
Q3 | $239K | Hold |
6,193
| – | – | 0.13% | 113 |
|
|
2014
Q2 | $222K | Buy |
+6,193
| New | +$222K | 0.11% | 118 |
|