U.S. Capital Wealth Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,753
| Closed | -$706K | – | 697 |
|
|
2024
Q2 | $706K | Buy |
+17,753
| New | +$706K | 0.03% | 392 |
|
|
2023
Q4 | – | Sell |
-7,100
| Closed | -$206K | – | 657 |
|
|
2023
Q3 | $206K | Sell |
7,100
-2,790
| -28% | -$81.1K | 0.01% | 597 |
|
|
2023
Q2 | $336K | Buy |
9,890
+47
| +0.5% | +$1.6K | 0.02% | 509 |
|
|
2023
Q1 | $419K | Sell |
9,843
-3,397
| -26% | -$145K | 0.02% | 466 |
|
|
2022
Q4 | $602K | Buy |
13,240
+4,200
| +46% | +$191K | 0.03% | 419 |
|
|
2022
Q3 | $304K | Buy |
+9,040
| New | +$304K | 0.02% | 513 |
|
|
2022
Q1 | – | Sell |
-6,260
| Closed | -$373K | – | 703 |
|
|
2021
Q4 | $373K | Buy |
6,260
+1,450
| +30% | +$86.4K | 0.01% | 565 |
|
|
2021
Q3 | $235K | Buy |
+4,810
| New | +$235K | 0.01% | 658 |
|