MSWM
Mader & Shannon Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,018
| Closed | -$3.64M | – | 16 |
|
2018
Q3 | $3.64M | Sell |
3,018
-263
| -8% | -$317K | 2.82% | 11 |
|
2018
Q2 | $3.7M | Buy |
+3,281
| New | +$3.7M | 4.48% | 8 |
|
2018
Q1 | – | Sell |
-3,110
| Closed | -$3.28M | – | 15 |
|
2017
Q4 | $3.28M | Buy |
3,110
+154
| +5% | +$162K | 2.39% | 18 |
|
2017
Q3 | $2.88M | Buy |
+2,956
| New | +$2.88M | 1.85% | 18 |
|
2016
Q4 | – | Sell |
-5,006
| Closed | -$4.03M | – | 14 |
|
2016
Q3 | $4.03M | Buy |
+5,006
| New | +$4.03M | 3.06% | 12 |
|
2016
Q1 | – | Sell |
-5,622
| Closed | -$4.37M | – | 10 |
|
2015
Q4 | $4.37M | Buy |
+5,622
| New | +$4.37M | 3.87% | 8 |
|