B. Riley Wealth Management’s Alta Equipment Group ALTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.17K | Buy |
14,056
+994
| +8% | +$153 | ﹤0.01% | 204 |
|
|
2022
Q1 | $161K | Buy |
13,062
+2,612
| +25% | +$32.2K | 0.01% | 574 |
|
|
2021
Q4 | $153K | Buy |
10,450
+300
| +3% | +$4.39K | 0.01% | 609 |
|
|
2021
Q3 | $139K | Buy |
+10,150
| New | +$139K | 0.01% | 596 |
|
|
2021
Q1 | – | Sell |
-20,350
| Closed | -$201K | – | 434 |
|
|
2020
Q4 | $201K | Buy |
20,350
+4,050
| +25% | +$40K | 0.03% | 333 |
|
|
2020
Q3 | $128K | Buy |
16,300
+1,800
| +12% | +$14.1K | 0.02% | 391 |
|
|
2020
Q2 | $113K | Buy |
+14,500
| New | +$113K | 0.01% | 394 |
|
|
2020
Q1 | – | Sell |
-201,664
| Closed | -$2.02M | – | 520 |
|
|
2019
Q4 | $2.02M | Hold |
201,664
| – | – | 0.3% | 78 |
|
|
2019
Q3 | $2M | Hold |
201,664
| – | – | 0.35% | 69 |
|
|
2019
Q2 | $1.97K | Buy |
+201,664
| New | +$1.97K | 0.3% | 67 |
|