LWM
LBA Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $635K | Buy |
749
+130
| +21% | +$110K | 0.33% | 58 |
|
|
2016
Q4 | $491K | Sell |
619
-17
| -3% | -$13.5K | 0.27% | 65 |
|
|
2016
Q3 | $511K | Sell |
636
-3
| -0.5% | -$2.41K | 0.29% | 60 |
|
|
2016
Q2 | $450K | Sell |
639
-230
| -26% | -$162K | 0.25% | 70 |
|
|
2016
Q1 | $663K | Sell |
869
-121
| -12% | -$92.3K | 0.38% | 46 |
|
|
2015
Q4 | $770K | Buy |
+990
| New | +$770K | 0.44% | 40 |
|