Morgan Stanley’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
Q4 | – | Sell |
-134,400
| Closed | -$5.94M | – | 8458 |
|
|
2021
Q3 | $5.94M | Sell |
134,400
-1,894
| -1% | -$83.6K | ﹤0.01% | 3492 |
|
|
2021
Q2 | $5.9M | Buy |
136,294
+135,057
| +10,918% | +$5.85M | ﹤0.01% | 3611 |
|
|
2021
Q1 | $53K | Sell |
1,237
-15,676
| -93% | -$672K | ﹤0.01% | 6332 |
|
|
2020
Q4 | $472K | Buy |
16,913
+10,166
| +151% | +$284K | ﹤0.01% | 5112 |
|
|
2020
Q3 | $136K | Sell |
6,747
-2,301
| -25% | -$46.4K | ﹤0.01% | 5286 |
|
|
2020
Q2 | $202K | Buy |
9,048
+6,694
| +284% | +$149K | ﹤0.01% | 5074 |
|
|
2020
Q1 | $46K | Sell |
2,354
-24,628
| -91% | -$481K | ﹤0.01% | 5495 |
|
|
2019
Q4 | $812K | Buy |
26,982
+18,507
| +218% | +$557K | ﹤0.01% | 4656 |
|
|
2019
Q3 | $239K | Buy |
8,475
+6,210
| +274% | +$175K | ﹤0.01% | 5049 |
|
|
2019
Q2 | $66K | Sell |
2,265
-821
| -27% | -$23.9K | ﹤0.01% | 5503 |
|
|
2019
Q1 | $82K | Sell |
3,086
-35,682
| -92% | -$948K | ﹤0.01% | 5485 |
|
|
2018
Q4 | $1.17M | Buy |
38,768
+4,575
| +13% | +$138K | ﹤0.01% | 4172 |
|
|
2018
Q3 | $1.16M | Buy |
34,193
+1,075
| +3% | +$36.5K | ﹤0.01% | 4420 |
|
|
2018
Q2 | $1.18M | Sell |
33,118
-11,964
| -27% | -$427K | ﹤0.01% | 4503 |
|
|
2018
Q1 | $1.46M | Sell |
45,082
-212
| -0.5% | -$6.85K | ﹤0.01% | 4272 |
|
|
2017
Q4 | $1.37M | Buy |
45,294
+10,691
| +31% | +$324K | ﹤0.01% | 4335 |
|
|
2017
Q3 | $1.12M | Buy |
34,603
+569
| +2% | +$18.5K | ﹤0.01% | 4345 |
|
|
2017
Q2 | $912K | Buy |
34,034
+8,321
| +32% | +$223K | ﹤0.01% | 4437 |
|
|
2017
Q1 | $680K | Sell |
25,713
-19,791
| -43% | -$523K | ﹤0.01% | 4651 |
|
|
2016
Q4 | $1.22M | Buy |
45,504
+42,274
| +1,309% | +$1.14M | ﹤0.01% | 4313 |
|
|
2016
Q3 | $66K | Buy |
3,230
+2,454
| +316% | +$50.1K | ﹤0.01% | 5480 |
|
|
2016
Q2 | $13K | Buy |
+776
| New | +$13K | ﹤0.01% | 5995 |
|
|
2016
Q1 | – | Sell |
-55
| Closed | -$1K | – | 6799 |
|
|
2015
Q4 | $1K | Sell |
55
-4,953
| -99% | -$90.1K | ﹤0.01% | 6590 |
|
|
2015
Q3 | $82K | Sell |
5,008
-16,822
| -77% | -$275K | ﹤0.01% | 5510 |
|
|
2015
Q2 | $371K | Buy |
+21,830
| New | +$371K | ﹤0.01% | 4913 |
|