BWA
ALTA

Beam Wealth Advisors’s Altabancorp ALTA Stock Holding History

Beam Wealth Advisors’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$1.72M Hold
2021
Q2 		$1.69M Sell
2021
Q1 		$1.65M Hold
2020
Q4 		$1.09M Sell
2020
Q3 		$789K Hold
2020
Q2 		$849K Sell
2020
Q1 		$767K Sell
2019
Q4 		$1.2M Buy