WESPAC Advisors’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,026
| Closed | -$267K | – | 145 |
|
|
2024
Q1 | $267K | Buy |
2,026
+26
| +1% | +$3.43K | 0.16% | 149 |
|
|
2023
Q4 | $289K | Hold |
2,000
| – | – | 0.2% | 119 |
|
|
2023
Q3 | $340K | Buy |
2,000
+1,000
| +100% | +$170K | 0.25% | 101 |
|
|
2023
Q2 | $223K | Hold |
1,000
| – | – | 0.18% | 114 |
|
|
2023
Q1 | $221K | Sell |
1,000
-72
| -7% | -$15.9K | 0.21% | 101 |
|
|
2022
Q4 | $232K | Buy |
1,072
+32
| +3% | +$6.94K | 0.4% | 57 |
|
|
2022
Q3 | $275K | Sell |
1,040
-50
| -5% | -$13.2K | 0.37% | 68 |
|
|
2022
Q2 | $228K | Buy |
1,090
+90
| +9% | +$18.8K | 0.17% | 80 |
|
|
2022
Q1 | $221K | Buy |
+1,000
| New | +$221K | 0.24% | 98 |
|
|
2021
Q4 | – | Sell |
-3,383
| Closed | -$741K | – | 145 |
|
|
2021
Q3 | $741K | Buy |
+3,383
| New | +$741K | 0.46% | 79 |
|
|
2021
Q2 | – | Sell |
-3,789
| Closed | -$554K | – | 100 |
|
|
2021
Q1 | $554K | Buy |
3,789
+1,789
| +89% | +$262K | 0.41% | 80 |
|
|
2020
Q4 | $295K | Buy |
+2,000
| New | +$295K | 0.23% | 109 |
|