BerganKDV Wealth Management’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-208
| Closed | -$46K | – | 869 |
|
|
2023
Q1 | $46K | Buy |
208
+183
| +732% | +$40.5K | ﹤0.01% | 400 |
|
|
2022
Q4 | $5.42K | Sell |
25
-293
| -92% | -$63.5K | ﹤0.01% | 662 |
|
|
2022
Q3 | $84K | Buy |
318
+1
| +0.3% | +$264 | 0.01% | 307 |
|
|
2022
Q2 | $66K | Hold |
317
| – | – | 0.01% | 355 |
|
|
2022
Q1 | $70K | Hold |
317
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $74K | Hold |
317
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $69K | Hold |
317
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $53K | Hold |
317
| – | – | 0.01% | 378 |
|
|
2021
Q1 | $46K | Hold |
317
| – | – | 0.01% | 376 |
|
|
2020
Q4 | $47K | Buy |
+317
| New | +$47K | 0.01% | 358 |
|
|
2019
Q3 | – | Sell |
-125
| Closed | -$9K | – | 687 |
|
|
2019
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 525 |
|
|
2019
Q1 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 528 |
|