OneDigital Investment Advisors’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
Q4 | – | Sell |
-27,200
| Closed | -$183K | – | 1400 |
|
|
2024
Q3 | $183K | Buy |
27,200
+912
| +3% | +$6.15K | ﹤0.01% | 1372 |
|
|
2024
Q2 | $211K | Buy |
26,288
+2,057
| +8% | +$16.5K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $314K | Buy |
24,231
+4,167
| +21% | +$54K | ﹤0.01% | 891 |
|
|
2023
Q4 | $248K | Sell |
20,064
-539
| -3% | -$6.67K | ﹤0.01% | 977 |
|
|
2023
Q3 | $248K | Buy |
20,603
+320
| +2% | +$3.86K | 0.01% | 866 |
|
|
2023
Q2 | $352K | Buy |
+20,283
| New | +$352K | 0.01% | 763 |
|