WFG Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $79K | Buy |
2,425
+166
| +7% | +$5.41K | 0.02% | 583 |
|
|
2017
Q1 | $78K | Sell |
2,259
-166
| -7% | -$5.73K | 0.02% | 549 |
|
|
2016
Q4 | $68K | Buy |
+2,425
| New | +$68K | 0.02% | 643 |
|
|
2016
Q3 | – | Sell |
-10,167
| Closed | -$226K | – | 1552 |
|
|
2016
Q2 | $226K | Buy |
10,167
+125
| +1% | +$2.78K | 0.06% | 301 |
|
|
2016
Q1 | $231K | Sell |
10,042
-303
| -3% | -$6.97K | 0.07% | 269 |
|
|
2015
Q4 | $245K | Sell |
10,345
-104
| -1% | -$2.46K | 0.07% | 254 |
|
|
2015
Q3 | $243K | Hold |
10,449
| – | – | 0.08% | 252 |
|
|
2015
Q2 | $280K | Buy |
10,449
+318
| +3% | +$8.52K | 0.08% | 256 |
|
|
2015
Q1 | $315K | Sell |
10,131
-238
| -2% | -$7.4K | 0.09% | 246 |
|
|
2014
Q4 | $393K | Buy |
10,369
+733
| +8% | +$27.8K | 0.08% | 276 |
|
|
2014
Q3 | $373K | Buy |
9,636
+598
| +7% | +$23.1K | 0.07% | 316 |
|
|
2014
Q2 | $323K | Sell |
9,038
-457
| -5% | -$16.3K | 0.06% | 348 |
|
|
2014
Q1 | $294K | Sell |
9,495
-1,148
| -11% | -$35.5K | 0.06% | 354 |
|
|
2013
Q4 | $272K | Sell |
10,643
-546
| -5% | -$14K | 0.04% | 441 |
|
|
2013
Q3 | $218K | Sell |
11,189
-490
| -4% | -$9.55K | 0.03% | 460 |
|
|
2013
Q2 | $219K | Buy |
+11,679
| New | +$219K | 0.04% | 437 |
|