CAPTRUST Financial Advisors’s AlTi Global, Inc. Warrant ALTIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,772
| Closed | -$3K | – | 4478 |
|
|
2022
Q2 | $3K | Sell |
6,772
-291
| -4% | -$129 | ﹤0.01% | 4381 |
|
|
2022
Q1 | $4K | Hold |
7,063
| – | – | ﹤0.01% | 4309 |
|
|
2021
Q4 | $7K | Hold |
7,063
| – | – | ﹤0.01% | 3944 |
|
|
2021
Q3 | $7K | Hold |
7,063
| – | – | ﹤0.01% | 3832 |
|
|
2021
Q2 | $6K | Buy |
+7,063
| New | +$6K | ﹤0.01% | 3814 |
|