CWM
C2C Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,034
| Closed | -$425K | – | 94 |
|
|
2023
Q4 | $425K | Sell |
3,034
-6,169
| -67% | -$865K | 0.36% | 64 |
|
|
2023
Q3 | $1.23M | Buy |
+9,203
| New | +$1.23M | 0.17% | 64 |
|
|
2023
Q2 | – | Sell |
-9,594
| Closed | -$1M | – | 251 |
|
|
2023
Q1 | $1M | Buy |
9,594
+2,847
| +42% | +$298K | 0.16% | 81 |
|
|
2022
Q4 | $629K | Sell |
6,747
-161
| -2% | -$15K | 0.11% | 84 |
|
|
2022
Q3 | $702K | Sell |
6,908
-2,392
| -26% | -$243K | 0.14% | 80 |
|
|
2022
Q2 | $1.06M | Buy |
+9,300
| New | +$1.06M | 0.19% | 62 |
|
|
2022
Q1 | – | Sell |
-480
| Closed | -$1.39M | – | 214 |
|
|
2021
Q4 | $1.39M | Buy |
+480
| New | +$1.39M | 0.2% | 60 |
|