BWA
ALTA
Beam Wealth Advisors’s Altabancorp Common Stock ALTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38,995
| Closed | -$1.72M | – | 149 |
|
|
2021
Q3 | $1.72M | Hold |
38,995
| – | – | 1.48% | 14 |
|
|
2021
Q2 | $1.69M | Sell |
38,995
-179
| -0.5% | -$7.75K | 1.46% | 15 |
|
|
2021
Q1 | $1.65M | Hold |
39,174
| – | – | 1.47% | 13 |
|
|
2020
Q4 | $1.09M | Sell |
39,174
-46
| -0.1% | -$1.29K | 1.03% | 30 |
|
|
2020
Q3 | $789K | Hold |
39,220
| – | – | 0.74% | 43 |
|
|
2020
Q2 | $849K | Sell |
39,220
-357
| -0.9% | -$7.73K | 0.85% | 39 |
|
|
2020
Q1 | $767K | Sell |
39,577
-370
| -0.9% | -$7.17K | 0.76% | 40 |
|
|
2019
Q4 | $1.2M | Buy |
+39,947
| New | +$1.2M | 1.12% | 23 |
|