Triad Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $464K | Buy |
3,549
+336
| +10% | +$44K | 0.16% | 53 |
|
|
2023
Q2 | $385K | Buy |
3,213
+27
| +0.8% | +$3.23K | 0.16% | 55 |
|
|
2023
Q1 | $330K | Buy |
3,186
+71
| +2% | +$7.37K | 0.14% | 65 |
|
|
2022
Q4 | $275K | Buy |
3,115
+4
| +0.1% | +$353 | 0.12% | 90 |
|
|
2022
Q3 | $298K | Buy |
3,111
+31
| +1% | +$2.97K | 0.16% | 75 |
|
|
2022
Q2 | $336K | Sell |
3,080
-260
| -8% | -$28.4K | 0.19% | 68 |
|
|
2022
Q1 | $464K | Sell |
3,340
-1,880
| -36% | -$261K | 0.25% | 54 |
|
|
2021
Q4 | $756K | Buy |
+5,220
| New | +$756K | 0.45% | 34 |
|