Waverly Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-42
| Closed | -$1K | – | 129 |
|
|
2015
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 409 |
|
|
2015
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 345 |
|
|
2015
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 330 |
|
|
2014
Q4 | $2K | Sell |
42
-223
| -84% | -$10.6K | ﹤0.01% | 384 |
|
|
2014
Q3 | $10K | Hold |
265
| – | – | 0.01% | 472 |
|
|
2014
Q2 | $9K | Hold |
265
| – | – | ﹤0.01% | 460 |
|
|
2014
Q1 | $8K | Sell |
265
-408
| -61% | -$12.3K | ﹤0.01% | 461 |
|
|
2013
Q4 | $17K | Buy |
673
+223
| +50% | +$5.63K | 0.01% | 480 |
|
|
2013
Q3 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 446 |
|