Smith & Howard Wealth Management’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 |
-4,161
| Closed | -$97K | – | 65 |
|
|
2015
Q3 | $97K | Hold |
4,161
| – | – | 0.05% | 54 |
|
|
2015
Q2 | $112K | Hold |
4,161
| – | – | 0.05% | 86 |
|
|
2015
Q1 | $129K | Buy |
+4,161
| New | +$129K | 0.06% | 84 |
|
|
2014
Q3 | – | Sell |
-4,161
| Closed | -$149K | – | 43 |
|
|
2014
Q2 | $149K | Buy |
+4,161
| New | +$149K | 0.08% | 43 |
|