Essex Investment Management’s Altabancorp Common Stock ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,568
| Closed | -$66K | – | 482 |
|
|
2021
Q1 | $66K | Sell |
1,568
-136
| -8% | -$5.72K | 0.01% | 366 |
|
|
2020
Q4 | $48K | Sell |
1,704
-8
| -0.5% | -$225 | 0.01% | 395 |
|
|
2020
Q3 | $34K | Sell |
1,712
-513
| -23% | -$10.2K | ﹤0.01% | 400 |
|
|
2020
Q2 | $50K | Buy |
2,225
+95
| +4% | +$2.14K | 0.01% | 347 |
|
|
2020
Q1 | $41K | Sell |
2,130
-226
| -10% | -$4.35K | 0.01% | 339 |
|
|
2019
Q4 | $71K | Hold |
2,356
| – | – | 0.01% | 394 |
|
|
2019
Q3 | $67K | Hold |
2,356
| – | – | 0.01% | 392 |
|
|
2019
Q2 | $69K | Sell |
2,356
-203
| -8% | -$5.95K | 0.01% | 395 |
|
|
2019
Q1 | $67K | Sell |
2,559
-500
| -16% | -$13.1K | 0.01% | 389 |
|
|
2018
Q4 | $92K | Buy |
+3,059
| New | +$92K | 0.01% | 380 |
|