Wealthspire Advisors (Maryland)’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,227
| Closed | -$650K | – | 468 |
|
|
2019
Q2 | $650K | Buy |
9,227
+1,514
| +20% | +$107K | 0.05% | 211 |
|
|
2019
Q1 | $632K | Buy |
7,713
+1,216
| +19% | +$99.6K | 0.05% | 212 |
|
|
2018
Q4 | $501K | Sell |
6,497
-1,271
| -16% | -$98K | 0.04% | 220 |
|
|
2018
Q3 | $775K | Buy |
7,768
+805
| +12% | +$80.3K | 0.06% | 175 |
|
|
2018
Q2 | $657K | Buy |
6,963
+1,056
| +18% | +$99.6K | 0.06% | 186 |
|
|
2018
Q1 | $548K | Buy |
5,907
+1,346
| +30% | +$125K | 0.05% | 225 |
|
|
2017
Q4 | $583K | Sell |
4,561
-318
| -7% | -$40.6K | 0.06% | 225 |
|
|
2017
Q3 | $665K | Sell |
4,879
-415
| -8% | -$56.6K | 0.07% | 184 |
|
|
2017
Q2 | $559K | Buy |
5,294
+743
| +16% | +$78.5K | 0.07% | 205 |
|
|
2017
Q1 | $481K | Buy |
4,551
+2,587
| +132% | +$273K | 0.07% | 192 |
|
|
2016
Q4 | $169K | Sell |
1,964
-142
| -7% | -$12.2K | 0.03% | 418 |
|
|
2016
Q3 | $180K | Sell |
2,106
-11
| -0.5% | -$940 | 0.03% | 412 |
|
|
2016
Q2 | $168K | Buy |
2,117
+29
| +1% | +$2.3K | 0.03% | 410 |
|
|
2016
Q1 | $133K | Sell |
2,088
-27
| -1% | -$1.72K | 0.02% | 457 |
|
|
2015
Q4 | $118K | Buy |
+2,115
| New | +$118K | 0.02% | 485 |
|