Paloma Partners’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,414
| Closed | -$230K | – | 211 |
|
|
2022
Q4 | $230K | Hold |
21,414
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $212K | Hold |
21,414
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $210K | Hold |
21,414
| – | – | 0.01% | 536 |
|
|
2022
Q1 | $211K | Hold |
21,414
| – | – | 0.01% | 1035 |
|
|
2021
Q4 | $212K | Hold |
21,414
| – | – | ﹤0.01% | 1280 |
|
|
2021
Q3 | $211K | Buy |
+21,414
| New | +$211K | 0.01% | 710 |
|