CA
ALTA
Crewe Advisors’s Altabancorp Common Stock ALTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$57K | – | 288 |
|
|
2019
Q3 | $57K | Sell |
2,000
-2,834
| -59% | -$80.8K | 0.03% | 110 |
|
|
2019
Q2 | $142K | Buy |
4,834
+2,834
| +142% | +$83.2K | 0.05% | 95 |
|
|
2019
Q1 | $53K | Buy |
+2,000
| New | +$53K | 0.02% | 121 |
|
|
2018
Q3 | – | Sell |
-10,000
| Closed | -$357K | – | 278 |
|
|
2018
Q2 | $357K | Hold |
10,000
| – | – | 0.33% | 38 |
|
|
2018
Q1 | $323K | Hold |
10,000
| – | – | 0.32% | 37 |
|
|
2017
Q4 | $303K | Buy |
+10,000
| New | +$303K | 0.3% | 38 |
|