Commonwealth Equity Services’s Altabancorp Common Stock ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,653
| Closed | -$691K | – | 3808 |
|
|
2021
Q3 | $691K | Sell |
15,653
-2,435
| -13% | -$107K | ﹤0.01% | 2224 |
|
|
2021
Q2 | $783K | Sell |
18,088
-2,558
| -12% | -$111K | ﹤0.01% | 2104 |
|
|
2021
Q1 | $867K | Sell |
20,646
-1,923
| -9% | -$80.8K | ﹤0.01% | 1906 |
|
|
2020
Q4 | $630K | Buy |
22,569
+112
| +0.5% | +$3.13K | ﹤0.01% | 1987 |
|
|
2020
Q3 | $451K | Buy |
22,457
+124
| +0.6% | +$2.49K | ﹤0.01% | 2043 |
|
|
2020
Q2 | $501K | Buy |
22,333
+138
| +0.6% | +$3.1K | ﹤0.01% | 1886 |
|
|
2020
Q1 | $429K | Buy |
22,195
+98
| +0.4% | +$1.89K | ﹤0.01% | 1802 |
|
|
2019
Q4 | $665K | Sell |
22,097
-1,438
| -6% | -$43.3K | ﹤0.01% | 1689 |
|
|
2019
Q3 | $665K | Buy |
23,535
+4,114
| +21% | +$116K | ﹤0.01% | 1618 |
|
|
2019
Q2 | $571K | Buy |
19,421
+69
| +0.4% | +$2.03K | ﹤0.01% | 1706 |
|
|
2019
Q1 | $510K | Buy |
19,352
+63
| +0.3% | +$1.66K | ﹤0.01% | 1739 |
|
|
2018
Q4 | $581K | Buy |
19,289
+56
| +0.3% | +$1.69K | ﹤0.01% | 1541 |
|
|
2018
Q3 | $652K | Sell |
19,233
-2,463
| -11% | -$83.5K | ﹤0.01% | 1609 |
|
|
2018
Q2 | $775K | Buy |
21,696
+28
| +0.1% | +$1K | ﹤0.01% | 1447 |
|
|
2018
Q1 | $699K | Buy |
21,668
+27
| +0.1% | +$871 | ﹤0.01% | 1475 |
|
|
2017
Q4 | $656K | Sell |
21,641
-136
| -0.6% | -$4.12K | ﹤0.01% | 1494 |
|
|
2017
Q3 | $707K | Sell |
21,777
-340
| -2% | -$11K | ﹤0.01% | 1387 |
|
|
2017
Q2 | $593K | Sell |
22,117
-999
| -4% | -$26.8K | ﹤0.01% | 1453 |
|
|
2017
Q1 | $611K | Sell |
23,116
-703
| -3% | -$18.6K | ﹤0.01% | 1392 |
|
|
2016
Q4 | $640K | Buy |
+23,819
| New | +$640K | ﹤0.01% | 1270 |
|