AE Wealth Management’s Altabancorp Common Stock ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,982
| Closed | -$573K | – | 1801 |
|
|
2021
Q3 | $573K | Hold |
12,982
| – | – | ﹤0.01% | 1119 |
|
|
2021
Q2 | $562K | Hold |
12,982
| – | – | ﹤0.01% | 1103 |
|
|
2021
Q1 | $546K | Sell |
12,982
-3,000
| -19% | -$126K | 0.01% | 987 |
|
|
2020
Q4 | $446K | Hold |
15,982
| – | – | 0.01% | 1002 |
|
|
2020
Q3 | $322K | Hold |
15,982
| – | – | ﹤0.01% | 1016 |
|
|
2020
Q2 | $359K | Hold |
15,982
| – | – | 0.01% | 971 |
|
|
2020
Q1 | $310K | Hold |
15,982
| – | – | 0.01% | 864 |
|
|
2019
Q4 | $481K | Sell |
15,982
-3,400
| -18% | -$102K | 0.01% | 747 |
|
|
2019
Q3 | $548K | Hold |
19,382
| – | – | 0.02% | 592 |
|
|
2019
Q2 | $570K | Buy |
+19,382
| New | +$570K | 0.02% | 550 |
|