CA
ALTA

Crewe Advisors’s Altabancorp ALTA Stock Holding History

Crewe Advisors’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
2019
Q3 		$57K Sell
2019
Q2 		$142K Buy
2019
Q1 		$53K Buy
2018
Q3 		– Sell
2018
Q2 		$357K Hold
2018
Q1 		$323K Hold
2017
Q4 		$303K Buy