TLFA
True Link Financial Advisors’s Albemarle ALB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,260
| Closed | -$214K | – | 73 |
|
2024
Q3 | $214K | Buy |
+2,260
| New | +$214K | 0.02% | 64 |
|
2024
Q2 | – | Sell |
-2,050
| Closed | -$270K | – | 65 |
|
2024
Q1 | $270K | Hold |
2,050
| – | – | 0.03% | 58 |
|
2023
Q4 | $296K | Hold |
2,050
| – | – | 0.03% | 51 |
|
2023
Q3 | $349K | Hold |
2,050
| – | – | 0.04% | 84 |
|
2023
Q2 | $457K | Hold |
2,050
| – | – | 0.06% | 79 |
|
2023
Q1 | $453K | Sell |
2,050
-50
| -2% | -$11.1K | 0.06% | 83 |
|
2022
Q4 | $455K | Hold |
2,100
| – | – | 0.06% | 77 |
|
2022
Q3 | $555K | Hold |
2,100
| – | – | 0.08% | 77 |
|
2022
Q2 | $439K | Hold |
2,100
| – | – | 0.07% | 89 |
|
2022
Q1 | $464K | Hold |
2,100
| – | – | 0.07% | 82 |
|
2021
Q4 | $491K | Buy |
+2,100
| New | +$491K | 0.07% | 103 |
|