EWM
EPG Wealth Management’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,887
| Closed | -$249K | – | 448 |
|
|
2024
Q1 | $249K | Buy |
+1,887
| New | +$249K | 0.06% | 232 |
|
|
2023
Q4 | – | Sell |
-1,928
| Closed | -$328K | – | 427 |
|
|
2023
Q3 | $328K | Hold |
1,928
| – | – | 0.1% | 182 |
|
|
2023
Q2 | $430K | Buy |
1,928
+1
| +0.1% | +$223 | 0.13% | 157 |
|
|
2023
Q1 | $426K | Hold |
1,927
| – | – | 0.13% | 152 |
|
|
2022
Q4 | $418K | Hold |
1,927
| – | – | 0.16% | 119 |
|
|
2022
Q3 | $509K | Buy |
1,927
+1
| +0.1% | +$264 | 0.21% | 101 |
|
|
2022
Q2 | $403K | Buy |
1,926
+14
| +0.7% | +$2.93K | 0.17% | 121 |
|
|
2022
Q1 | $423K | Buy |
+1,912
| New | +$423K | 0.15% | 132 |
|
|
2020
Q2 | – | Sell |
-453
| Closed | -$26K | – | 159 |
|
|
2020
Q1 | $26K | Buy |
453
+138
| +44% | +$7.92K | 0.02% | 359 |
|
|
2019
Q4 | $23K | Buy |
+315
| New | +$23K | 0.02% | 325 |
|