SAG
SageView Advisory Group’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,714
| Closed | -$206K | – | 524 |
|
|
2023
Q4 | $206K | Buy |
1,714
+162
| +10% | +$19.5K | 0.01% | 608 |
|
|
2023
Q3 | $264K | Sell |
1,552
-32
| -2% | -$5.44K | 0.02% | 446 |
|
|
2023
Q2 | $353K | Buy |
1,584
+619
| +64% | +$138K | 0.02% | 415 |
|
|
2023
Q1 | $213K | Buy |
+965
| New | +$213K | 0.01% | 442 |
|