Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7.11M | Sell |
97,000
-860
| -0.9% | -$63K | 0.25% | 53 |
|
|
2020
Q2 | $6.94M | Sell |
97,860
-400
| -0.4% | -$28.4K | 0.5% | 31 |
|
|
2020
Q1 | $5.71M | Buy |
98,260
+1,060
| +1% | +$61.6K | 0.5% | 35 |
|
|
2019
Q4 | $6.51M | Buy |
97,200
+1,060
| +1% | +$71K | 0.44% | 38 |
|
|
2019
Q3 | $5.87M | Buy |
96,140
+280
| +0.3% | +$17.1K | 0.43% | 40 |
|
|
2019
Q2 | $5.19M | Buy |
95,860
+5,060
| +6% | +$274K | 0.39% | 46 |
|
|
2019
Q1 | $5.34M | Sell |
90,800
-1,420
| -2% | -$83.5K | 0.4% | 42 |
|
|
2018
Q4 | $4.82M | Buy |
92,220
+2,160
| +2% | +$113K | 0.43% | 42 |
|
|
2018
Q3 | $5.44M | Sell |
90,060
-1,060
| -1% | -$64K | 0.45% | 39 |
|
|
2018
Q2 | $5.14M | Sell |
91,120
-1,220
| -1% | -$68.9K | 0.47% | 36 |
|
|
2018
Q1 | $4.79M | Buy |
92,340
+1,100
| +1% | +$57K | 0.45% | 42 |
|
|
2017
Q4 | $4.81M | Buy |
91,240
+13,700
| +18% | +$721K | 0.47% | 37 |
|
|
2017
Q3 | $3.78M | Sell |
77,540
-1,440
| -2% | -$70.1K | 0.41% | 39 |
|
|
2017
Q2 | $3.67M | Buy |
78,980
+5,580
| +8% | +$259K | 0.43% | 37 |
|
|
2017
Q1 | $3.11M | Buy |
73,400
+17,540
| +31% | +$743K | 0.44% | 34 |
|
|
2016
Q4 | $2.21M | Sell |
55,860
-9,400
| -14% | -$372K | 0.33% | 47 |
|
|
2016
Q3 | $2.62M | Buy |
65,260
+16,180
| +33% | +$650K | 0.41% | 40 |
|
|
2016
Q2 | $1.73M | Sell |
49,080
-1,360
| -3% | -$47.8K | 0.29% | 58 |
|
|
2016
Q1 | $1.92M | Buy |
50,440
+1,220
| +2% | +$46.5K | 0.34% | 52 |
|
|
2015
Q4 | $1.91M | Buy |
+49,220
| New | +$1.91M | 0.36% | 48 |
|