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WealthPLAN Partners’s Alaska Air ALK Stock Holding History

WealthPLAN Partners’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$33.7K ﹤0.01% 648
2021
Q3 		– Sell
-3,568
Closed -$212K – 374
2021
Q2 		$212K Sell
3,568
-75
-2% -$5.06K 0.01% 334
2021
Q1 		$242K Buy
+3,643
New +$219K 0.02% 293
2017
Q2 		– Hold
0
– – – 191
2017
Q1 		– Hold
0
– – – 458
2016
Q3 		$8.71K Sell
127
-125
-50% -$8.22K ﹤0.01% 623
2016
Q2 		$7.37K Buy
+252
New +$17.4K ﹤0.01% 1853
2015
Q4 		$10.1K Buy
+375
New +$29.7K ﹤0.01% 1142

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State Street
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Primecap Management
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Invesco
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LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return