AWM
Axxcess Wealth Management’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,600
| Closed | -$211K | – | 846 |
|
|
2024
Q1 | $211K | Buy |
+1,600
| New | +$211K | 0.01% | 798 |
|
|
2022
Q4 | – | Sell |
-2,141
| Closed | -$566K | – | 610 |
|
|
2022
Q3 | $566K | Buy |
2,141
+109
| +5% | +$28.8K | 0.05% | 291 |
|
|
2022
Q2 | $425K | Buy |
+2,032
| New | +$425K | 0.04% | 330 |
|