Executive Wealth Management’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,063
| Closed | -$237K | – | 201 |
|
|
2023
Q2 | $237K | Sell |
1,063
-8
| -0.7% | -$1.79K | 0.02% | 180 |
|
|
2023
Q1 | $237K | Sell |
1,071
-15
| -1% | -$3.32K | 0.03% | 176 |
|
|
2022
Q4 | $236K | Buy |
1,086
+767
| +240% | +$166K | 0.03% | 173 |
|
|
2022
Q3 | $319 | Sell |
319
-888
| -74% | -$888 | 0.04% | 143 |
|
|
2022
Q2 | $252K | Buy |
+1,207
| New | +$252K | 0.03% | 158 |
|
|
2022
Q1 | – | Sell |
-1,041
| Closed | -$243K | – | 190 |
|
|
2021
Q4 | $243K | Sell |
1,041
-94
| -8% | -$21.9K | 0.02% | 174 |
|
|
2021
Q3 | $248K | Sell |
1,135
-177
| -13% | -$38.7K | 0.03% | 162 |
|
|
2021
Q2 | $221K | Sell |
1,312
-399
| -23% | -$67.2K | 0.02% | 178 |
|
|
2021
Q1 | $250K | Buy |
+1,711
| New | +$250K | 0.03% | 167 |
|