WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $841K | Buy |
18,100
+1,400
| +8% | +$65.1K | 0.19% | 125 |
|
|
2017
Q1 | $708K | Buy |
16,700
+860
| +5% | +$36.5K | 0.19% | 127 |
|
|
2016
Q4 | $628K | Sell |
15,840
-2,000
| -11% | -$79.3K | 0.15% | 175 |
|
|
2016
Q3 | $717K | Buy |
17,840
+1,560
| +10% | +$62.7K | 0.18% | 137 |
|
|
2016
Q2 | $573K | Buy |
16,280
+5,160
| +46% | +$182K | 0.15% | 159 |
|
|
2016
Q1 | $424K | Buy |
11,120
+2,140
| +24% | +$81.6K | 0.12% | 186 |
|
|
2015
Q4 | $349K | Buy |
+8,980
| New | +$349K | 0.1% | 205 |
|