WealthPLAN Partners’s Alaska Air ALK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-718
| Closed | -$38.2K | – | 339 |
|
2023
Q2 | $38.2K | Hold |
718
| – | – | 0.01% | 562 |
|
2023
Q1 | $30.1K | Buy |
+718
| New | +$30.1K | ﹤0.01% | 648 |
|
2021
Q3 | – | Sell |
-3,568
| Closed | -$212K | – | 371 |
|
2021
Q2 | $212K | Sell |
3,568
-75
| -2% | -$4.46K | 0.01% | 333 |
|
2021
Q1 | $242K | Buy |
+3,643
| New | +$242K | 0.02% | 292 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 190 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 458 |
|
2016
Q3 | $8.71K | Sell |
127
-125
| -50% | -$8.58K | ﹤0.01% | 623 |
|
2016
Q2 | $7.37K | Buy |
+252
| New | +$7.37K | ﹤0.01% | 1853 |
|
2015
Q4 | $10.1K | Buy |
+375
| New | +$10.1K | ﹤0.01% | 1142 |
|