Peak Financial Advisors’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 |
-7,147
| Closed | -$1.59M | – | 54 |
|
|
2023
Q2 | $1.59M | Buy |
7,147
+700
| +11% | +$156K | 1.25% | 34 |
|
|
2023
Q1 | $1.43M | Buy |
6,447
+608
| +10% | +$134K | 1.2% | 30 |
|
|
2022
Q4 | $1.27M | Sell |
5,839
-5,112
| -47% | -$1.11M | 1.15% | 31 |
|
|
2022
Q3 | $2.9M | Sell |
10,951
-437
| -4% | -$116K | 3.56% | 8 |
|
|
2022
Q2 | $2.38M | Sell |
11,388
-268
| -2% | -$56K | 2.36% | 10 |
|
|
2022
Q1 | $2.58M | Buy |
11,656
+2,384
| +26% | +$527K | 2.21% | 16 |
|
|
2021
Q4 | $2.17M | Buy |
9,272
+133
| +1% | +$31.1K | 1.67% | 25 |
|
|
2021
Q3 | $2M | Sell |
9,139
-537
| -6% | -$118K | 1.76% | 21 |
|
|
2021
Q2 | $1.63M | Buy |
9,676
+177
| +2% | +$29.8K | 1.4% | 28 |
|
|
2021
Q1 | $1.39M | Sell |
9,499
-5,598
| -37% | -$818K | 1.17% | 30 |
|
|
2020
Q4 | $2.23M | Buy |
+15,097
| New | +$2.23M | 1.92% | 16 |
|