Strategic Wealth Management Group’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$253K Sell
2,020
-1,260
-38% -$158K 0.09% 108
2021
Q1
$339K Sell
3,280
-440
-12% -$45.5K 0.13% 95
2020
Q4
$326K Sell
3,720
-420
-10% -$36.8K 0.14% 84
2020
Q3
$304K Buy
4,140
+800
+24% +$58.7K 0.15% 81
2020
Q2
$236K Sell
3,340
-840
-20% -$59.4K 0.14% 80
2020
Q1
$243K Sell
4,180
-440
-10% -$25.6K 0.18% 64
2019
Q4
$309K Buy
4,620
+780
+20% +$52.2K 0.2% 66
2019
Q3
$234K Sell
3,840
-120
-3% -$7.31K 0.17% 68
2019
Q2
$214K Buy
+3,960
New +$214K 0.16% 78