D.A. Davidson & Co’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 | $698K | Sell |
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|
2021
Q2 | $736K | Hold |
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|
2021
Q1 | $715K | Hold |
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|
2020
Q4 | $475K | Buy |
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|
2020
Q3 | $340K | Buy |
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|
2020
Q2 | $344K | Buy |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $366K | Hold |
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|
2019
Q3 | $344K | Buy |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $158K | Sell |
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|
2017
Q1 | $156K | Buy |
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|
2016
Q4 | $149K | Buy |
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|
2016
Q3 | $87K | Buy |
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|
2016
Q2 | $66K | Hold |
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|
2016
Q1 | $63K | Buy |
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