BHZ Capital Management’s Altabancorp Common Stock ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15,403
| Closed | -$464K | – | 150 |
|
|
2018
Q4 | $464K | Sell |
15,403
-8,826
| -36% | -$266K | 0.12% | 106 |
|
|
2018
Q3 | $823K | Sell |
24,229
-1,500
| -6% | -$51K | 0.21% | 97 |
|
|
2018
Q2 | $919K | Sell |
25,729
-16,751
| -39% | -$598K | 0.26% | 83 |
|
|
2018
Q1 | $1.37M | Sell |
42,480
-637
| -1% | -$20.6K | 0.45% | 61 |
|
|
2017
Q4 | $1.31M | Sell |
43,117
-4,632
| -10% | -$140K | 0.47% | 57 |
|
|
2017
Q3 | $1.55M | Sell |
47,749
-5,934
| -11% | -$193K | 0.51% | 58 |
|
|
2017
Q2 | $1.44M | Buy |
53,683
+1,400
| +3% | +$37.5K | 0.48% | 56 |
|
|
2017
Q1 | $1.38M | Buy |
52,283
+1,363
| +3% | +$36.1K | 0.53% | 51 |
|
|
2016
Q4 | $1.37M | Buy |
50,920
+3,700
| +8% | +$99.3K | 0.56% | 46 |
|
|
2016
Q3 | $961K | Buy |
47,220
+5,311
| +13% | +$108K | 0.63% | 48 |
|
|
2016
Q2 | $696K | Buy |
41,909
+28,556
| +214% | +$474K | 0.5% | 48 |
|
|
2016
Q1 | $211K | Buy |
+13,353
| New | +$211K | 0.14% | 81 |
|