SVWAG
Sound View Wealth Advisors Group’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,325
| Closed | -$200K | – | 409 |
|
|
2024
Q4 | $200K | Sell |
2,325
-140
| -6% | -$12K | 0.02% | 407 |
|
|
2024
Q3 | $233K | Buy |
2,465
+356
| +17% | +$33.7K | 0.02% | 376 |
|
|
2024
Q2 | $201K | Hold |
2,109
| – | – | 0.02% | 353 |
|
|
2024
Q1 | $278K | Buy |
2,109
+155
| +8% | +$20.4K | 0.03% | 316 |
|
|
2023
Q4 | $282K | Buy |
1,954
+15
| +0.8% | +$2.17K | 0.03% | 319 |
|
|
2023
Q3 | $330K | Buy |
1,939
+112
| +6% | +$19K | 0.04% | 274 |
|
|
2023
Q2 | $407K | Buy |
1,827
+111
| +6% | +$24.8K | 0.05% | 248 |
|
|
2023
Q1 | $379K | Sell |
1,716
-238
| -12% | -$52.6K | 0.05% | 255 |
|
|
2022
Q4 | $282K | Buy |
1,954
+454
| +30% | +$65.6K | 0.03% | 319 |
|
|
2022
Q3 | $397K | Hold |
1,500
| – | – | 0.09% | 180 |
|
|
2022
Q2 | $314K | Sell |
1,500
-3
| -0.2% | -$628 | 0.07% | 215 |
|
|
2022
Q1 | $332K | Buy |
1,503
+83
| +6% | +$18.3K | 0.06% | 223 |
|
|
2021
Q4 | $332K | Hold |
1,420
| – | – | 0.06% | 225 |
|
|
2021
Q3 | $311K | Hold |
1,420
| – | – | 0.07% | 226 |
|
|
2021
Q2 | $239K | Buy |
1,420
+20
| +1% | +$3.37K | 0.05% | 256 |
|
|
2021
Q1 | $205K | Hold |
1,400
| – | – | 0.05% | 258 |
|
|
2020
Q4 | $207K | Buy |
+1,400
| New | +$207K | 0.05% | 242 |
|