EWA
ALTA

EP Wealth Advisors’s Altabancorp Common Stock ALTA Stock Holding History

EP Wealth Advisors’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-41,054
Closed -$1.81M – 577
2021
Q3 		$1.81M Hold
41,054
– – 0.05% 179
2021
Q2 		$1.78M Buy
41,054
+691
+2% +$29.9K 0.05% 189
2021
Q1 		$1.7M Buy
+40,363
New +$1.7M 0.05% 184