Regal Investment Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-967
| Closed | -$22K | – | 265 |
|
|
2015
Q3 | $22K | Buy |
967
+22
| +2% | +$501 | 0.01% | 542 |
|
|
2015
Q2 | $25K | Buy |
945
+691
| +272% | +$18.3K | 0.01% | 526 |
|
|
2015
Q1 | $8K | Sell |
254
-209
| -45% | -$6.58K | ﹤0.01% | 717 |
|
|
2014
Q4 | $18K | Buy |
463
+1
| +0.2% | +$39 | ﹤0.01% | 545 |
|
|
2014
Q3 | $18K | Buy |
462
+21
| +5% | +$818 | 0.01% | 570 |
|
|
2014
Q2 | $16K | Buy |
441
+22
| +5% | +$798 | 0.01% | 579 |
|
|
2014
Q1 | $13K | Buy |
419
+211
| +101% | +$6.55K | 0.01% | 589 |
|
|
2013
Q4 | $5K | Sell |
208
-147
| -41% | -$3.53K | ﹤0.01% | 668 |
|
|
2013
Q3 | $7K | Buy |
355
+48
| +16% | +$946 | ﹤0.01% | 652 |
|
|
2013
Q2 | $6K | Buy |
+307
| New | +$6K | ﹤0.01% | 658 |
|