SFSG
Sound Financial Strategies Group’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,404
| Closed | -$955K | – | 59 |
|
|
2022
Q4 | $955K | Buy |
4,404
+21
| +0.5% | +$4.55K | 0.69% | 40 |
|
|
2022
Q3 | $1.16M | Buy |
+4,383
| New | +$1.16M | 1.74% | 9 |
|
|
2022
Q2 | – | Sell |
-7,333
| Closed | -$1.62M | – | 47 |
|
|
2022
Q1 | $1.62M | Buy |
7,333
+4,681
| +177% | +$1.04M | 0.9% | 22 |
|
|
2021
Q4 | $620K | Sell |
2,652
-81
| -3% | -$18.9K | 0.31% | 61 |
|
|
2021
Q3 | $598K | Sell |
2,733
-917
| -25% | -$201K | 0.3% | 58 |
|
|
2021
Q2 | $615K | Sell |
3,650
-117
| -3% | -$19.7K | 0.31% | 54 |
|
|
2021
Q1 | $550K | Sell |
3,767
-1,319
| -26% | -$193K | 0.28% | 66 |
|
|
2020
Q4 | $750K | Buy |
+5,086
| New | +$750K | 0.41% | 16 |
|