Rockbridge Investment Management’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
Q1 | – | Sell |
-100
| Closed | -$1.24K | – | 141 |
|
|
2023
Q4 | $1.24K | Buy |
+100
| New | +$1.24K | ﹤0.01% | 577 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$897 | – | 118 |
|
|
2022
Q2 | $897 | Hold |
100
| – | – | ﹤0.01% | 579 |
|
|
2022
Q1 | $1.38K | Hold |
100
| – | – | ﹤0.01% | 715 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 747 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 695 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 675 |
|
|
2020
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 650 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 606 |
|
|
2020
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 584 |
|