CWA
Constellation Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-8,468
| Closed | -$9.44M | – | 203 |
|
2014
Q1 | $9.44M | Buy |
8,468
+36
| +0.4% | +$40.1K | 0.92% | 27 |
|
2013
Q4 | $9.45M | Buy |
8,432
+96
| +1% | +$108K | 0.91% | 23 |
|
2013
Q3 | $7.3M | Buy |
8,336
+224
| +3% | +$196K | 0.83% | 29 |
|
2013
Q2 | $7.14M | Buy |
+8,112
| New | +$7.14M | 0.86% | 27 |
|