EWM
Echo 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
Q3 | – | Sell |
-1,124
| Closed | -$205K | – | 49 |
|
|
2024
Q2 | $205K | Buy |
+1,124
| New | +$205K | 0.15% | 45 |
|
|
2022
Q3 | – | Sell |
-94
| Closed | -$223K | – | 47 |
|
|
2022
Q2 | $223K | Hold |
94
| – | – | 0.3% | 46 |
|
|
2022
Q1 | $240K | Hold |
94
| – | – | 0.28% | 46 |
|
|
2021
Q4 | $261K | Hold |
94
| – | – | 0.3% | 44 |
|
|
2021
Q3 | $263K | Sell |
94
-2
| -2% | -$5.6K | 0.31% | 46 |
|
|
2021
Q2 | $240K | Sell |
96
-10
| -9% | -$25K | 0.31% | 49 |
|
|
2021
Q1 | $219K | Buy |
+106
| New | +$219K | 0.28% | 52 |
|