Winch Advisory Services’s Alcoa AA Stock Holding History

Winch Advisory Services’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.9K	Hold	132	–	–	﹤0.01%	362
2025 Q1	$4.02K	Buy	132 +121	+1,100%	+$3.68K	﹤0.01%	354
2024 Q4	$428	Hold	11	–	–	﹤0.01%	511
2024 Q3	$436	Hold	11	–	–	﹤0.01%	428
2024 Q2	$449	Hold	11	–	–	﹤0.01%	418
2024 Q1	$380	Hold	11	–	–	﹤0.01%	415
2023 Q4	$381	Hold	11	–	–	﹤0.01%	412
2023 Q3	$0	Hold	11	–	–	﹤0.01%	415
2023 Q2	$0	Hold	11	–	–	﹤0.01%	416
2023 Q1	$0	Hold	11	–	–	﹤0.01%	412
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	355
2022 Q3	$0	Hold	11	–	–	﹤0.01%	393
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	366
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	399
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	419
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	432
2021 Q2	$0	Hold	11	–	–	﹤0.01%	485
2021 Q1	$0	Hold	11	–	–	﹤0.01%	457
2020 Q4	$0	Hold	11	–	–	﹤0.01%	423
2020 Q3	$0	Hold	11	–	–	﹤0.01%	386
2020 Q2	$0	Hold	11	–	–	﹤0.01%	378
2020 Q1	$0	Hold	11	–	–	﹤0.01%	336
2019 Q4	$0	Hold	11	–	–	﹤0.01%	357
2019 Q3	$0	Hold	11	–	–	﹤0.01%	343
2019 Q2	$0	Hold	11	–	–	﹤0.01%	435
2019 Q1	$0	Hold	11	–	–	﹤0.01%	373
2018 Q4	$0	Hold	11	–	–	﹤0.01%	345
2018 Q3	$0	Hold	11	–	–	﹤0.01%	322
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	303
2018 Q1	$0	Hold	11	–	–	﹤0.01%	305
2017 Q4	$1K	Hold	11	–	–	﹤0.01%	277
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	266
2017 Q2	$0	Hold	11	–	–	﹤0.01%	298
2017 Q1	$0	Hold	11	–	–	﹤0.01%	285
2016 Q4	$0	Sell	11 -32	-74%	–	﹤0.01%	262
2016 Q3	$1K	Hold	43	–	–	﹤0.01%	252
2016 Q2	$1K	Hold	43	–	–	﹤0.01%	244
2016 Q1	$1K	Buy	43 +1	+2%	+$23	﹤0.01%	214
2015 Q4	$1K	Sell	42 -469	-92%	-$11.2K	﹤0.01%	234
2015 Q3	$12K	Hold	511	–	–	0.02%	106
2015 Q2	$14K	Sell	511 -1,381	-73%	-$37.8K	0.01%	155
2015 Q1	$59K	Sell	1,892 -8,112	-81%	-$253K	0.03%	76
2014 Q4	$380K	Sell	10,004 -9,601	-49%	-$365K	0.21%	35
2014 Q3	$758K	Sell	19,605 -5,160	-21%	-$200K	0.49%	44
2014 Q2	$886K	Buy	24,765 +7,229	+41%	+$259K	0.52%	51
2014 Q1	$542K	Buy	+17,536	New	+$542K	0.34%	70