WESPAC Advisors SoCal’s Kaiser Aluminum KALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,590
| Closed | -$585K | – | 194 |
|
|
2019
Q1 | $585K | Sell |
5,590
-225
| -4% | -$23.5K | 0.32% | 49 |
|
|
2018
Q4 | $519K | Sell |
5,815
-175
| -3% | -$15.6K | 0.33% | 44 |
|
|
2018
Q3 | $653K | Hold |
5,990
| – | – | 0.33% | 52 |
|
|
2018
Q2 | $623K | Sell |
5,990
-475
| -7% | -$49.4K | 0.36% | 48 |
|
|
2018
Q1 | $652K | Buy |
6,465
+250
| +4% | +$25.2K | 0.38% | 48 |
|
|
2017
Q4 | $664K | Hold |
6,215
| – | – | 0.38% | 47 |
|
|
2017
Q3 | $641K | Sell |
6,215
-285
| -4% | -$29.4K | 0.38% | 43 |
|
|
2017
Q2 | $575K | Sell |
6,500
-75
| -1% | -$6.64K | 0.37% | 45 |
|
|
2017
Q1 | $525K | Buy |
6,575
+1,400
| +27% | +$112K | 0.33% | 50 |
|
|
2016
Q4 | $402K | Sell |
5,175
-550
| -10% | -$42.7K | 0.26% | 56 |
|
|
2016
Q3 | $495K | Sell |
5,725
-275
| -5% | -$23.8K | 0.33% | 49 |
|
|
2016
Q2 | $542K | Sell |
6,000
-150
| -2% | -$13.6K | 0.35% | 46 |
|
|
2016
Q1 | $520K | Buy |
6,150
+275
| +5% | +$23.2K | 0.38% | 44 |
|
|
2015
Q4 | $491K | Buy |
+5,875
| New | +$491K | 0.32% | 49 |
|