Ancora Advisors’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,583
| Closed | -$236K | – | 1917 |
|
|
2022
Q4 | $236K | Hold |
21,583
| – | – | 0.01% | 621 |
|
|
2022
Q3 | $214K | Hold |
21,583
| – | – | 0.01% | 681 |
|
|
2022
Q2 | $212K | Hold |
21,583
| – | – | 0.01% | 719 |
|
|
2022
Q1 | $213K | Buy |
21,583
+2,000
| +10% | +$19.7K | 0.01% | 763 |
|
|
2021
Q4 | $193K | Hold |
19,583
| – | – | ﹤0.01% | 813 |
|
|
2021
Q3 | $193K | Buy |
19,583
+1,500
| +8% | +$14.8K | 0.01% | 783 |
|
|
2021
Q2 | $175K | Buy |
+18,083
| New | +$175K | ﹤0.01% | 763 |
|