Wealthfront’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 |
-9,353
| Closed | -$228K | – | 384 |
|
2016
Q3 | $228K | Buy |
9,353
+613
| +7% | +$14.9K | 0.01% | 344 |
|
2016
Q2 | $195K | Buy |
8,740
+292
| +3% | +$6.52K | 0.01% | 344 |
|
2016
Q1 | $194K | Sell |
8,448
-2,604
| -24% | -$59.8K | 0.01% | 325 |
|
2015
Q4 | $262K | Buy |
11,052
+4,162
| +60% | +$98.7K | 0.01% | 245 |
|
2015
Q3 | $160K | Buy |
6,890
+4,796
| +229% | +$111K | 0.01% | 315 |
|
2015
Q2 | $56K | Buy |
2,094
+139
| +7% | +$3.72K | ﹤0.01% | 495 |
|
2015
Q1 | $61K | Sell |
1,955
-6,024
| -75% | -$188K | ﹤0.01% | 463 |
|
2014
Q4 | $303K | Buy |
7,979
+4,094
| +105% | +$155K | 0.02% | 121 |
|
2014
Q3 | $150K | Buy |
3,885
+1,681
| +76% | +$64.9K | 0.01% | 203 |
|
2014
Q2 | $79K | Buy |
2,204
+1,059
| +92% | +$38K | 0.01% | 271 |
|
2014
Q1 | $36K | Buy |
+1,145
| New | +$36K | ﹤0.01% | 332 |
|