Arete Wealth Advisors’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,470
| Closed | -$425K | – | 711 |
|
|
2024
Q2 | $425K | Buy |
+4,470
| New | +$425K | 0.03% | 427 |
|
|
2024
Q1 | – | Sell |
-4,754
| Closed | -$687K | – | 388 |
|
|
2023
Q4 | $687K | Buy |
+4,754
| New | +$687K | 0.05% | 328 |
|
|
2023
Q3 | – | Sell |
-2,297
| Closed | -$512K | – | 513 |
|
|
2023
Q2 | $512K | Buy |
2,297
+1,331
| +138% | +$297K | 0.05% | 354 |
|
|
2023
Q1 | $214K | Buy |
+966
| New | +$214K | 0.02% | 565 |
|