SWM
SVA Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $12M | Sell |
6,832
-320
| -4% | -$561K | 1.04% | 14 |
|
|
2020
Q3 | $10.5M | Buy |
7,152
+180
| +3% | +$264K | 1.04% | 16 |
|
|
2020
Q2 | $9.89M | Buy |
6,972
+228
| +3% | +$323K | 1.06% | 16 |
|
|
2020
Q1 | $7.84M | Sell |
6,744
-34
| -0.5% | -$39.5K | 0.9% | 19 |
|
|
2019
Q4 | $9.08M | Buy |
6,778
+95
| +1% | +$127K | 0.83% | 23 |
|
|
2019
Q3 | $8.16M | Buy |
6,683
+6
| +0.1% | +$7.33K | 0.8% | 23 |
|
|
2019
Q2 | $7.23M | Sell |
6,677
-1,110
| -14% | -$1.2M | 0.71% | 26 |
|
|
2019
Q1 | $9.16M | Buy |
7,787
+537
| +7% | +$632K | 0.89% | 22 |
|
|
2018
Q4 | $7.58M | Buy |
7,250
+325
| +5% | +$340K | 0.85% | 23 |
|
|
2018
Q3 | $8.36M | Buy |
6,925
+519
| +8% | +$626K | 0.85% | 26 |
|
|
2018
Q2 | $7.23M | Buy |
6,406
+468
| +8% | +$528K | 0.78% | 33 |
|
|
2018
Q1 | $5.78M | Sell |
5,938
-9
| -0.2% | -$8.76K | 0.71% | 41 |
|
|
2017
Q4 | $6.27M | Buy |
5,947
+9
| +0.2% | +$9.48K | 0.73% | 41 |
|
|
2017
Q3 | $5.78M | Sell |
5,938
-12
| -0.2% | -$11.7K | 0.71% | 41 |
|
|
2017
Q2 | $5.53M | Buy |
5,950
+56
| +1% | +$52.1K | 0.72% | 41 |
|
|
2017
Q1 | $5M | Sell |
5,894
-24
| -0.4% | -$20.3K | 0.68% | 46 |
|
|
2016
Q4 | $4.69M | Buy |
5,918
+29
| +0.5% | +$23K | 0.7% | 45 |
|
|
2016
Q3 | $4.74M | Buy |
5,889
+17
| +0.3% | +$13.7K | 0.74% | 46 |
|
|
2016
Q2 | $4.13M | Sell |
5,872
-10
| -0.2% | -$7.04K | 0.67% | 47 |
|
|
2016
Q1 | $4.49M | Buy |
5,882
+186
| +3% | +$142K | 0.74% | 42 |
|
|
2015
Q4 | $4.43M | Buy |
+5,696
| New | +$4.43M | 0.77% | 39 |
|