DWP
Daymark Wealth Partners’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,459
| Closed | -$212K | – | 500 |
|
|
2024
Q4 | $212K | Sell |
2,459
-341
| -12% | -$29.4K | 0.01% | 473 |
|
|
2024
Q3 | $265K | Sell |
2,800
-257
| -8% | -$24.3K | 0.01% | 454 |
|
|
2024
Q2 | $292K | Sell |
3,057
-42
| -1% | -$4.01K | 0.01% | 403 |
|
|
2024
Q1 | $408K | Sell |
3,099
-15,910
| -84% | -$2.1M | 0.02% | 291 |
|
|
2023
Q4 | $2.75M | Buy |
19,009
+391
| +2% | +$56.5K | 0.17% | 103 |
|
|
2023
Q3 | $3.17M | Buy |
18,618
+690
| +4% | +$117K | 0.22% | 95 |
|
|
2023
Q2 | $4M | Buy |
17,928
+127
| +0.7% | +$28.3K | 0.3% | 78 |
|
|
2023
Q1 | $3.93M | Sell |
17,801
-789
| -4% | -$174K | 0.52% | 45 |
|
|
2022
Q4 | $4.03M | Buy |
+18,590
| New | +$4.03M | 0.71% | 34 |
|