SMFS
Squar Milner Financial Services’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,390
| Closed | -$1.97M | – | 75 |
|
|
2020
Q2 | $1.97M | Sell |
1,390
-721
| -34% | -$1.02M | 1.12% | 12 |
|
|
2020
Q1 | $2.45M | Buy |
2,111
+952
| +82% | +$1.11M | 1.47% | 10 |
|
|
2019
Q4 | $1.55M | Sell |
1,159
-88
| -7% | -$118K | 0.78% | 17 |
|
|
2019
Q3 | $1.83M | Buy |
1,247
+281
| +29% | +$412K | 0.93% | 21 |
|
|
2019
Q2 | $1.05M | Buy |
966
+71
| +8% | +$76.9K | 0.71% | 20 |
|
|
2019
Q1 | $1.05M | Buy |
895
+289
| +48% | +$340K | 0.78% | 21 |
|
|
2018
Q4 | $633K | Buy |
606
+15
| +3% | +$15.7K | 0.61% | 30 |
|
|
2018
Q3 | $713K | Sell |
591
-73
| -11% | -$88.1K | 0.64% | 29 |
|
|
2018
Q2 | $750K | Buy |
664
+10
| +2% | +$11.3K | 0.66% | 32 |
|
|
2018
Q1 | $678K | Buy |
654
+84
| +15% | +$87.1K | 0.86% | 28 |
|
|
2017
Q4 | $676K | Buy |
+570
| New | +$676K | 0.82% | 31 |
|