Williams Jones Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,629
| Closed | -$1.18M | – | 535 |
|
|
2023
Q1 | $1.18M | Buy |
27,629
+2,228
| +9% | +$94.8K | 0.02% | 254 |
|
|
2022
Q4 | $1.15M | Sell |
25,401
-28,408
| -53% | -$1.29M | 0.02% | 249 |
|
|
2022
Q3 | $1.81M | Buy |
53,809
+6,071
| +13% | +$204K | 0.03% | 211 |
|
|
2022
Q2 | $2.18M | Buy |
47,738
+25,952
| +119% | +$1.18M | 0.04% | 198 |
|
|
2022
Q1 | $1.96M | Buy |
+21,786
| New | +$1.96M | 0.03% | 202 |
|