Sweet Financial Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $291K | Hold |
1,757
| – | – | 0.06% | 167 |
|
2024
Q2 | $320K | Sell |
1,757
-47
| -3% | -$8.56K | 0.07% | 154 |
|
2024
Q1 | $272K | Sell |
1,804
-121
| -6% | -$18.3K | 0.06% | 173 |
|
2023
Q4 | $269K | Sell |
1,925
-25
| -1% | -$3.49K | 0.06% | 164 |
|
2023
Q3 | $255K | Sell |
1,950
-27
| -1% | -$3.53K | 0.07% | 152 |
|
2023
Q2 | $237K | Buy |
+1,977
| New | +$237K | 0.06% | 157 |
|
2022
Q3 | – | Sell |
-2,340
| Closed | -$255K | – | 171 |
|
2022
Q2 | $255K | Buy |
2,340
+100
| +4% | +$10.9K | 0.08% | 142 |
|
2022
Q1 | $312K | Sell |
2,240
-540
| -19% | -$75.2K | 0.08% | 131 |
|
2021
Q4 | $403K | Buy |
+2,780
| New | +$403K | 0.17% | 88 |
|