Valeo Financial Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-400
| Closed | -$5K | – | 1627 |
|
|
2020
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q2 | $4K | Sell |
400
-237
| -37% | -$2.37K | ﹤0.01% | 1483 |
|
|
2020
Q1 | $5K | Buy |
+637
| New | +$5K | ﹤0.01% | 1227 |
|
|
2018
Q4 | – | Sell |
-133
| Closed | -$5K | – | 1453 |
|
|
2018
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 1154 |
|
|
2018
Q2 | $6K | Buy |
133
+79
| +146% | +$3.56K | ﹤0.01% | 1057 |
|
|
2018
Q1 | $2K | Buy |
54
+12
| +29% | +$444 | ﹤0.01% | 1296 |
|
|
2017
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 1157 |
|
|
2017
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 991 |
|