Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.48M | Sell |
15,420
-160
| -1% | -$15.3K | 0.4% | 78 |
|
|
2022
Q2 | $1.7M | Buy |
15,580
+460
| +3% | +$50.1K | 0.45% | 79 |
|
|
2022
Q1 | $2.1M | Buy |
15,120
+1,160
| +8% | +$161K | 0.51% | 73 |
|
|
2021
Q4 | $2.02M | Hold |
13,960
| – | – | 0.48% | 70 |
|
|
2021
Q3 | $1.87M | Buy |
13,960
+160
| +1% | +$21.4K | 0.47% | 72 |
|
|
2021
Q2 | $1.69M | Buy |
13,800
+120
| +0.9% | +$14.7K | 0.44% | 70 |
|
|
2021
Q1 | $1.41M | Sell |
13,680
-1,040
| -7% | -$107K | 0.43% | 68 |
|
|
2020
Q4 | $1.29M | Hold |
14,720
| – | – | 0.43% | 65 |
|
|
2020
Q3 | $1.08M | Sell |
14,720
-80
| -0.5% | -$5.86K | 0.42% | 64 |
|
|
2020
Q2 | $1.05M | Sell |
14,800
-2,440
| -14% | -$173K | 0.46% | 63 |
|
|
2020
Q1 | $1M | Sell |
17,240
-20,540
| -54% | -$1.19M | 0.55% | 66 |
|
|
2019
Q4 | $2.53M | Sell |
37,780
-2,320
| -6% | -$155K | 1.08% | 21 |
|
|
2019
Q3 | $2.45M | Sell |
40,100
-1,360
| -3% | -$83K | 1.2% | 19 |
|
|
2019
Q2 | $2.25M | Sell |
41,460
-4,600
| -10% | -$249K | 1.17% | 21 |
|
|
2019
Q1 | $2.71M | Buy |
46,060
+4,980
| +12% | +$293K | 1.67% | 16 |
|
|
2018
Q4 | $2.15M | Buy |
+41,080
| New | +$2.15M | 1.69% | 19 |
|