SW
StrongBox Wealth’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,971
| Closed | -$260K | – | 88 |
|
|
2024
Q1 | $260K | Sell |
1,971
-265
| -12% | -$34.9K | 0.14% | 71 |
|
|
2023
Q4 | $323K | Sell |
2,236
-189
| -8% | -$27.3K | 0.19% | 61 |
|
|
2023
Q3 | $412K | Buy |
2,425
+1,015
| +72% | +$173K | 0.26% | 58 |
|
|
2023
Q2 | $315K | Buy |
1,410
+235
| +20% | +$52.4K | 0.2% | 70 |
|
|
2023
Q1 | $260K | Buy |
1,175
+20
| +2% | +$4.42K | 0.17% | 76 |
|
|
2022
Q4 | $250K | Sell |
1,155
-200
| -15% | -$43.4K | 0.18% | 69 |
|
|
2022
Q3 | $358K | Buy |
+1,355
| New | +$358K | 0.26% | 62 |
|
|
2022
Q1 | – | Sell |
-1,840
| Closed | -$430K | – | 89 |
|
|
2021
Q4 | $430K | Sell |
1,840
-80
| -4% | -$18.7K | 0.21% | 76 |
|
|
2021
Q3 | $420K | Hold |
1,920
| – | – | 0.24% | 73 |
|
|
2021
Q2 | $323K | Buy |
+1,920
| New | +$323K | 0.19% | 80 |
|