Bank of Montreal’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
Q3 | – | Sell |
-34,202
| Closed | -$1.48M | – | 3759 |
|
|
2021
Q2 | $1.48M | Buy |
34,202
+8,970
| +36% | +$387K | ﹤0.01% | 2119 |
|
|
2021
Q1 | $1.06M | Sell |
25,232
-8,012
| -24% | -$338K | ﹤0.01% | 1864 |
|
|
2020
Q4 | $967K | Buy |
33,244
+1,485
| +5% | +$43.2K | ﹤0.01% | 1910 |
|
|
2020
Q3 | $668K | Buy |
+31,759
| New | +$668K | ﹤0.01% | 1867 |
|
|
2020
Q2 | – | Sell |
-25,076
| Closed | -$440K | – | 4445 |
|
|
2020
Q1 | $440K | Sell |
25,076
-304
| -1% | -$5.33K | ﹤0.01% | 1824 |
|
|
2019
Q4 | $764K | Buy |
25,380
+24,006
| +1,747% | +$723K | ﹤0.01% | 2036 |
|
|
2019
Q3 | $39K | Buy |
1,374
+48
| +4% | +$1.36K | ﹤0.01% | 3265 |
|
|
2019
Q2 | $39K | Sell |
1,326
-2,922
| -69% | -$85.9K | ﹤0.01% | 3358 |
|
|
2019
Q1 | $112K | Sell |
4,248
-219
| -5% | -$5.77K | ﹤0.01% | 2635 |
|
|
2018
Q4 | $135K | Sell |
4,467
-925
| -17% | -$28K | ﹤0.01% | 2505 |
|
|
2018
Q3 | $184K | Sell |
5,392
-3
| -0.1% | -$102 | ﹤0.01% | 2522 |
|
|
2018
Q2 | $192K | Buy |
5,395
+109
| +2% | +$3.88K | ﹤0.01% | 2499 |
|
|
2018
Q1 | $170K | Hold |
5,286
| – | – | ﹤0.01% | 2481 |
|
|
2017
Q4 | $160K | Hold |
5,286
| – | – | ﹤0.01% | 2506 |
|
|
2017
Q3 | $172K | Sell |
5,286
-1,094
| -17% | -$35.6K | ﹤0.01% | 2503 |
|
|
2017
Q2 | $170K | Hold |
6,380
| – | – | ﹤0.01% | 2485 |
|
|
2017
Q1 | $168K | Hold |
6,380
| – | – | ﹤0.01% | 2354 |
|
|
2016
Q4 | $148K | Buy |
6,380
+1,268
| +25% | +$29.4K | ﹤0.01% | 2381 |
|
|
2016
Q3 | $104K | Buy |
+5,112
| New | +$104K | ﹤0.01% | 2522 |
|