Beam Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,823
| Closed | -$275K | – | 115 |
|
2024
Q1 | $275K | Buy |
1,823
+164
| +10% | +$24.8K | 0.17% | 93 |
|
2023
Q4 | $232K | Buy |
+1,659
| New | +$232K | 0.15% | 89 |
|
2021
Q4 | – | Sell |
-1,540
| Closed | -$206K | – | 104 |
|
2021
Q3 | $206K | Buy |
+1,540
| New | +$206K | 0.18% | 137 |
|