Summit Trail Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,019
| Closed | -$387K | – | 391 |
|
|
2024
Q3 | $387K | Buy |
10,019
+530
| +6% | +$20.4K | 0.01% | 473 |
|
|
2024
Q2 | $377K | Buy |
+9,489
| New | +$377K | 0.01% | 433 |
|
|
2018
Q1 | – | Sell |
-458
| Closed | -$24K | – | 415 |
|
|
2017
Q4 | $24K | Buy |
+458
| New | +$24K | ﹤0.01% | 990 |
|