Avantax Planning Partners’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-135
| Closed | -$13K | – | 306 |
|
|
2018
Q3 | $13K | Buy |
+135
| New | +$13K | ﹤0.01% | 805 |
|
|
2018
Q2 | – | Sell |
-135
| Closed | -$13K | – | 277 |
|
|
2018
Q1 | $13K | Buy |
+135
| New | +$13K | ﹤0.01% | 926 |
|
|
2017
Q4 | – | Sell |
-7,439
| Closed | -$1.01M | – | 306 |
|
|
2017
Q3 | $1.01M | Hold |
7,439
| – | – | 0.08% | 118 |
|
|
2017
Q2 | $785K | Buy |
7,439
+54
| +0.7% | +$5.7K | 0.07% | 137 |
|
|
2017
Q1 | $780K | Buy |
+7,385
| New | +$780K | 0.07% | 136 |
|