YorkBridge Wealth Partners’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-30
| Closed | -$1K | – | 171 |
|
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 716 |
|
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 716 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 723 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 817 |
|
|
2018
Q1 | $2K | Sell |
30
-6
| -17% | -$400 | ﹤0.01% | 758 |
|
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 783 |
|
|
2017
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 766 |
|
|
2017
Q2 | $1K | Buy |
36
+6
| +20% | +$167 | ﹤0.01% | 821 |
|
|
2017
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 810 |
|