Sunflower Bank Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,323
| Closed | -$203K | – | 89 |
|
|
2016
Q3 | $203K | Hold |
8,323
| – | – | 0.07% | 88 |
|
|
2016
Q2 | $185K | Hold |
8,323
| – | – | 0.06% | 89 |
|
|
2016
Q1 | $192K | Hold |
8,323
| – | – | 0.07% | 90 |
|
|
2015
Q4 | $197K | Hold |
8,323
| – | – | 0.07% | 89 |
|
|
2015
Q3 | $193K | Hold |
8,323
| – | – | 0.07% | 92 |
|
|
2015
Q2 | $223K | Hold |
8,323
| – | – | 0.08% | 89 |
|
|
2015
Q1 | $258K | Hold |
8,323
| – | – | 0.08% | 86 |
|
|
2014
Q4 | $316K | Hold |
8,323
| – | – | 0.1% | 81 |
|
|
2014
Q3 | $322K | Hold |
8,323
| – | – | 0.11% | 78 |
|
|
2014
Q2 | $298K | Hold |
8,323
| – | – | 0.12% | 81 |
|
|
2014
Q1 | $257K | Hold |
8,323
| – | – | 0.12% | 82 |
|
|
2013
Q4 | $213K | Hold |
8,323
| – | – | 0.11% | 90 |
|
|
2013
Q3 | $162K | Sell |
8,323
-947
| -10% | -$18.4K | 0.09% | 92 |
|
|
2013
Q2 | $174K | Buy |
+9,270
| New | +$174K | 0.09% | 90 |
|