Jacobs Levy Equity 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 |
-41,381
| Closed | -$1.74M | – | 1166 |
|
|
2021
Q1 | $1.74M | Sell |
41,381
-2,692
| -6% | -$113K | 0.01% | 629 |
|
|
2020
Q4 | $1.23M | Sell |
44,073
-1,551
| -3% | -$43.3K | 0.01% | 670 |
|
|
2020
Q3 | $918K | Buy |
45,624
+5,898
| +15% | +$119K | 0.01% | 679 |
|
|
2020
Q2 | $893K | Buy |
39,726
+5,911
| +17% | +$133K | 0.01% | 693 |
|
|
2020
Q1 | $655K | Buy |
33,815
+2,536
| +8% | +$49.1K | 0.01% | 713 |
|
|
2019
Q4 | $942K | Buy |
31,279
+16,888
| +117% | +$509K | 0.01% | 702 |
|
|
2019
Q3 | $407K | Sell |
14,391
-2,492
| -15% | -$70.5K | 0.01% | 747 |
|
|
2019
Q2 | $496K | Buy |
+16,883
| New | +$496K | 0.01% | 740 |
|