OAM
Occidental Asset Management’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,492
| Closed | -$2.09M | – | 207 |
|
|
2023
Q4 | $2.09M | Buy |
14,492
+3,600
| +33% | +$520K | 0.43% | 72 |
|
|
2023
Q3 | $1.85M | Buy |
10,892
+876
| +9% | +$149K | 0.43% | 69 |
|
|
2023
Q2 | $2.23M | Buy |
+10,016
| New | +$2.23M | 0.51% | 52 |
|
|
2020
Q2 | – | Sell |
-12,467
| Closed | -$703K | – | 139 |
|
|
2020
Q1 | $703K | Buy |
+12,467
| New | +$703K | 0.35% | 77 |
|