Wealthspire Advisors (Maryland)’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-317
| Closed | -$9K | – | 459 |
|
|
2019
Q1 | $9K | Sell |
317
-31
| -9% | -$880 | ﹤0.01% | 1563 |
|
|
2018
Q4 | $9K | Sell |
348
-16
| -4% | -$414 | ﹤0.01% | 1489 |
|
|
2018
Q3 | $15K | Buy |
364
+2
| +0.6% | +$82 | ﹤0.01% | 1398 |
|
|
2018
Q2 | $17K | Buy |
362
+6
| +2% | +$282 | ﹤0.01% | 1365 |
|
|
2018
Q1 | $16K | Sell |
356
-14
| -4% | -$629 | ﹤0.01% | 1364 |
|
|
2017
Q4 | $20K | Buy |
370
+108
| +41% | +$5.84K | ﹤0.01% | 1320 |
|
|
2017
Q3 | $12K | Sell |
262
-4
| -2% | -$183 | ﹤0.01% | 1494 |
|
|
2017
Q2 | $9K | Buy |
266
+22
| +9% | +$744 | ﹤0.01% | 1559 |
|
|
2017
Q1 | $8K | Buy |
244
+2
| +0.8% | +$66 | ﹤0.01% | 1390 |
|
|
2016
Q4 | $7K | Buy |
+242
| New | +$7K | ﹤0.01% | 1311 |
|
|
2016
Q3 | – | Sell |
-2,191
| Closed | -$49K | – | 1720 |
|
|
2016
Q2 | $49K | Buy |
2,191
+1,375
| +169% | +$30.8K | 0.01% | 736 |
|
|
2016
Q1 | $19K | Sell |
816
-3,380
| -81% | -$78.7K | ﹤0.01% | 980 |
|
|
2015
Q4 | $100K | Buy |
+4,196
| New | +$100K | 0.02% | 521 |
|