WAM
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Wealthspire Advisors (Maryland)’s Alcoa AA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-317
Closed -$9K – 460
2019
Q1 		$9K Sell
317
-31
-9% -$887 ﹤0.01% 1563
2018
Q4 		$9K Sell
348
-16
-4% -$538 ﹤0.01% 1490
2018
Q3 		$15K Buy
364
+2
+0.6% +$87 ﹤0.01% 1400
2018
Q2 		$17K Buy
362
+6
+2% +$302 ﹤0.01% 1367
2018
Q1 		$16K Sell
356
-14
-4% -$693 ﹤0.01% 1364
2017
Q4 		$20K Buy
370
+108
+41% +$4.94K ﹤0.01% 1320
2017
Q3 		$12K Sell
262
-4
-2% -$160 ﹤0.01% 1494
2017
Q2 		$9K Buy
266
+22
+9% +$714 ﹤0.01% 1559
2017
Q1 		$8K Buy
244
+2
+0.8% +$70 ﹤0.01% 1390
2016
Q4 		$7K Buy
+242
New +$6.57K ﹤0.01% 1311
2016
Q3 		– Sell
-2,191
Closed -$49K – 1720
2016
Q2 		$49K Buy
2,191
+1,375
+169% +$32.2K 0.01% 736
2016
Q1 		$19K Sell
816
-3,380
-81% -$68.8K ﹤0.01% 980
2015
Q4 		$100K Buy
+4,196
New +$93.6K 0.02% 521

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