TRUE Private Wealth Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-55
| Closed | -$1K | – | 234 |
|
|
2020
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 686 |
|
|
2020
Q3 | $0 | Hold |
55
| – | – | ﹤0.01% | 683 |
|
|
2020
Q2 | $0 | Hold |
55
| – | – | ﹤0.01% | 672 |
|
|
2020
Q1 | $0 | Sell |
55
-1,111
| -95% | – | ﹤0.01% | 659 |
|
|
2019
Q4 | $25K | Buy |
+1,166
| New | +$25K | ﹤0.01% | 450 |
|
|
2019
Q3 | – | Sell |
-1,288
| Closed | -$30K | – | 210 |
|
|
2019
Q2 | $30K | Buy |
+1,288
| New | +$30K | 0.01% | 399 |
|
|
2018
Q4 | – | Sell |
-1,788
| Closed | -$72.2K | – | 230 |
|
|
2018
Q3 | $72.2K | Buy |
+1,788
| New | +$72.2K | 0.01% | 407 |
|
|
2016
Q3 | – | Sell |
-5,661
| Closed | -$126K | – | 148 |
|
|
2016
Q2 | $126K | Buy |
5,661
+875
| +18% | +$19.5K | 0.04% | 138 |
|
|
2016
Q1 | $110K | Buy |
+4,786
| New | +$110K | 0.04% | 126 |
|