Rice Hall James & Associates’s Altabancorp Common Stock ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-42,767
| Closed | -$1.21M | – | 287 |
|
|
2019
Q3 | $1.21M | Sell |
42,767
-2,438
| -5% | -$69K | 0.04% | 222 |
|
|
2019
Q2 | $1.33M | Sell |
45,205
-2,223
| -5% | -$65.4K | 0.04% | 226 |
|
|
2019
Q1 | $1.25M | Sell |
47,428
-2,033
| -4% | -$53.6K | 0.04% | 240 |
|
|
2018
Q4 | $1.49M | Buy |
49,461
+4,298
| +10% | +$130K | 0.05% | 216 |
|
|
2018
Q3 | $1.53M | Sell |
45,163
-11,070
| -20% | -$376K | 0.05% | 217 |
|
|
2018
Q2 | $2.01M | Buy |
56,233
+100
| +0.2% | +$3.57K | 0.07% | 201 |
|
|
2018
Q1 | $1.81M | Sell |
56,133
-12,578
| -18% | -$406K | 0.07% | 201 |
|
|
2017
Q4 | $2.08M | Sell |
68,711
-4,054
| -6% | -$123K | 0.08% | 199 |
|
|
2017
Q3 | $2.36M | Sell |
72,765
-232
| -0.3% | -$7.53K | 0.1% | 171 |
|
|
2017
Q2 | $1.96M | Sell |
72,997
-4,275
| -6% | -$115K | 0.09% | 193 |
|
|
2017
Q1 | $2.04M | Sell |
77,272
-1,900
| -2% | -$50.3K | 0.1% | 190 |
|
|
2016
Q4 | $2.13M | Hold |
79,172
| – | – | 0.11% | 176 |
|
|
2016
Q3 | $1.61M | Sell |
79,172
-600
| -0.8% | -$12.2K | 0.08% | 214 |
|
|
2016
Q2 | $1.32M | Sell |
79,772
-1,921
| -2% | -$31.9K | 0.08% | 229 |
|
|
2016
Q1 | $1.29M | Buy |
81,693
+22,994
| +39% | +$364K | 0.07% | 226 |
|
|
2015
Q4 | $1.01M | Buy |
+58,699
| New | +$1.01M | 0.06% | 235 |
|