SPWG
Sage Private Wealth Group’s Alaska Air ALK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,979
| Closed | -$273K | – | 52 |
|
|
2022
Q3 | $273K | Hold |
6,979
| – | – | 0.36% | 37 |
|
|
2022
Q2 | $280K | Sell |
6,979
-452
| -6% | -$18.1K | 0.4% | 35 |
|
|
2022
Q1 | $431K | Buy |
7,431
+117
| +2% | +$6.79K | 0.42% | 21 |
|
|
2021
Q4 | $381K | Buy |
7,314
+479
| +7% | +$25K | 0.47% | 25 |
|
|
2021
Q3 | $401K | Sell |
6,835
-114
| -2% | -$6.69K | 0.55% | 19 |
|
|
2021
Q2 | $419K | Hold |
6,949
| – | – | 0.57% | 18 |
|
|
2021
Q1 | $481K | Buy |
+6,949
| New | +$481K | 0.83% | 11 |
|