Strategic Wealth Management Group’s Alphabet (Google) Class A GOOGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $330K | Sell |
2,700
-2,240
| -45% | -$274K | 0.12% | 91 |
|
|
2021
Q1 | $509K | Sell |
4,940
-400
| -7% | -$41.2K | 0.19% | 69 |
|
|
2020
Q4 | $468K | Sell |
5,340
-380
| -7% | -$33.3K | 0.2% | 68 |
|
|
2020
Q3 | $419K | Buy |
5,720
+220
| +4% | +$16.1K | 0.2% | 65 |
|
|
2020
Q2 | $390K | Buy |
5,500
+240
| +5% | +$17K | 0.23% | 58 |
|
|
2020
Q1 | $306K | Buy |
5,260
+540
| +11% | +$31.4K | 0.23% | 55 |
|
|
2019
Q4 | $316K | Buy |
4,720
+1,160
| +33% | +$77.7K | 0.2% | 65 |
|
|
2019
Q3 | $217K | Sell |
3,560
-180
| -5% | -$11K | 0.16% | 78 |
|
|
2019
Q2 | $202K | Buy |
3,740
+100
| +3% | +$5.4K | 0.15% | 80 |
|
|
2019
Q1 | $214K | Buy |
+3,640
| New | +$214K | 0.18% | 73 |
|