James Investment Research’s Altabancorp Common Stock ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-51,845
| Closed | -$1.57M | – | 863 |
|
|
2017
Q4 | $1.57M | Sell |
51,845
-20,000
| -28% | -$606K | 0.05% | 426 |
|
|
2017
Q3 | $2.33M | Sell |
71,845
-12,160
| -14% | -$395K | 0.08% | 205 |
|
|
2017
Q2 | $2.25M | Sell |
84,005
-30,160
| -26% | -$808K | 0.07% | 189 |
|
|
2017
Q1 | $3.02M | Buy |
114,165
+430
| +0.4% | +$11.4K | 0.08% | 163 |
|
|
2016
Q4 | $3.05M | Buy |
113,735
+42,000
| +59% | +$1.13M | 0.08% | 191 |
|
|
2016
Q3 | $1.46M | Buy |
+71,735
| New | +$1.46M | 0.04% | 220 |
|