Carson Wealth (CWM LLC)’s Alta Equipment Group ALTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Sell |
1,087
-273
| -20% | -$1.76K | ﹤0.01% | 4422 |
|
|
2025
Q1 | $6K | Sell |
1,360
-992
| -42% | -$4.38K | ﹤0.01% | 4328 |
|
|
2024
Q4 | $15K | Buy |
2,352
+873
| +59% | +$5.57K | ﹤0.01% | 3612 |
|
|
2024
Q3 | $10K | Buy |
1,479
+1,090
| +280% | +$7.37K | ﹤0.01% | 3762 |
|
|
2024
Q2 | $3K | Sell |
389
-88
| -18% | -$679 | ﹤0.01% | 4025 |
|
|
2024
Q1 | $6K | Buy |
477
+264
| +124% | +$3.32K | ﹤0.01% | 3551 |
|
|
2023
Q4 | $3K | Buy |
213
+142
| +200% | +$2K | ﹤0.01% | 3655 |
|
|
2023
Q3 | $1K | Buy |
71
+25
| +54% | +$352 | ﹤0.01% | 3907 |
|
|
2023
Q2 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 3888 |
|