Creative Planning’s Alta Equipment Group ALTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-10,000
| Closed | -$130K | – | 1992 |
|
2021
Q1 | $130K | Hold |
10,000
| – | – | ﹤0.01% | 2144 |
|
2020
Q4 | $99K | Hold |
10,000
| – | – | ﹤0.01% | 1970 |
|
2020
Q3 | $78K | Hold |
10,000
| – | – | ﹤0.01% | 1815 |
|
2020
Q2 | $78K | Hold |
10,000
| – | – | ﹤0.01% | 1675 |
|
2020
Q1 | $43K | Buy |
+10,000
| New | +$43K | ﹤0.01% | 1622 |
|