CreativeOne Wealth’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,112
| Closed | -$200K | – | 1062 |
|
2024
Q3 | $200K | Buy |
+2,112
| New | +$200K | 0.01% | 911 |
|
2024
Q2 | – | Sell |
-2,508
| Closed | -$330K | – | 768 |
|
2024
Q1 | $330K | Buy |
2,508
+480
| +24% | +$63.2K | 0.01% | 690 |
|
2023
Q4 | $293K | Buy |
2,028
+835
| +70% | +$121K | 0.02% | 509 |
|
2023
Q3 | $203K | Sell |
1,193
-424
| -26% | -$72.1K | 0.01% | 537 |
|
2023
Q2 | $361K | Buy |
1,617
+27
| +2% | +$6.03K | 0.02% | 585 |
|
2023
Q1 | $351K | Buy |
1,590
+76
| +5% | +$16.8K | 0.02% | 578 |
|
2022
Q4 | $328K | Buy |
1,514
+182
| +14% | +$39.4K | 0.02% | 550 |
|
2022
Q3 | $352K | Buy |
+1,332
| New | +$352K | 0.02% | 495 |
|