WESPAC Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,274
| Closed | -$98K | – | 105 |
|
|
2016
Q1 | $98K | Buy |
+4,274
| New | +$98K | 0.12% | 91 |
|
|
2014
Q3 | – | Sell |
-7,074
| Closed | -$253K | – | 130 |
|
|
2014
Q2 | $253K | Sell |
7,074
-333
| -4% | -$11.9K | 0.29% | 99 |
|
|
2014
Q1 | $229K | Sell |
7,407
-500
| -6% | -$15.5K | 0.2% | 118 |
|
|
2013
Q4 | $202K | Buy |
7,907
+83
| +1% | +$2.12K | 0.17% | 133 |
|
|
2013
Q3 | $153K | Buy |
7,824
+750
| +11% | +$14.7K | 0.18% | 104 |
|
|
2013
Q2 | $133K | Buy |
+7,074
| New | +$133K | 0.2% | 95 |
|