OSAM
ALTA

O'Shaughnessy Asset Management’s Altabancorp Common Stock ALTA Stock Holding History

O'Shaughnessy Asset Management’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7
Closed – – 2927
2021
Q2 		$0 Buy
+7
New – ﹤0.01% 2751
2017
Q3 		– Sell
-19,646
Closed -$527K – 1018
2017
Q2 		$527K Hold
19,646
– – 0.01% 354
2017
Q1 		$520K Buy
+19,646
New +$520K 0.01% 352