Jacobs Levy Equity Management’s Alta Equipment Group ALTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61,414
| Closed | -$494K | – | 948 |
|
|
2024
Q2 | $494K | Buy |
+61,414
| New | +$494K | ﹤0.01% | 840 |
|
|
2023
Q3 | – | Sell |
-11,343
| Closed | -$197K | – | 959 |
|
|
2023
Q2 | $197K | Sell |
11,343
-103,887
| -90% | -$1.8M | ﹤0.01% | 929 |
|
|
2023
Q1 | $1.83M | Buy |
115,230
+98,910
| +606% | +$1.57M | 0.01% | 590 |
|
|
2022
Q4 | $215K | Buy |
16,320
+761
| +5% | +$10K | ﹤0.01% | 899 |
|
|
2022
Q3 | $171K | Buy |
+15,559
| New | +$171K | ﹤0.01% | 943 |
|
|
2021
Q4 | – | Sell |
-10,143
| Closed | -$139K | – | 965 |
|
|
2021
Q3 | $139K | Hold |
10,143
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q2 | $135K | Buy |
+10,143
| New | +$135K | ﹤0.01% | 1006 |
|