Charles Schwab’s Altabancorp ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.24M | Buy |
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|
2021
Q2 | $4.61M | Buy |
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|
2021
Q1 | $4.26M | Buy |
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|
2020
Q4 | $2.79M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $2.37M | Buy |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $2.95M | Buy |
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|
2019
Q3 | $2.69M | Sell |
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|
2019
Q2 | $2.81M | Buy |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $2.62M | Buy |
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|
2018
Q3 | $2.95M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $975K | Hold |
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|
2017
Q4 | $915K | Buy |
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|
2017
Q3 | $805K | Hold |
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|
2017
Q2 | $665K | Buy |
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|
2017
Q1 | $466K | Hold |
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|
2016
Q4 | $473K | Hold |
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|
2016
Q3 | $359K | Hold |
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|
2016
Q2 | $293K | Buy |
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