AE Wealth Management’s Altabancorp ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $573K | Hold |
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|
2021
Q2 | $562K | Hold |
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|
2021
Q1 | $546K | Sell |
|
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|
2020
Q4 | $446K | Hold |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $310K | Hold |
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|
2019
Q4 | $481K | Sell |
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|
2019
Q3 | $548K | Hold |
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|
2019
Q2 | $570K | Buy |
|