Sage Mountain Advisors’s AlTi Global ALTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,240
| Closed | -$91K | – | 381 |
|
|
2022
Q2 | $91K | Sell |
9,240
-531
| -5% | -$5.23K | 0.02% | 522 |
|
|
2022
Q1 | $96K | Sell |
9,771
-8,778
| -47% | -$86.2K | 0.02% | 539 |
|
|
2021
Q4 | $183K | Sell |
18,549
-621
| -3% | -$6.13K | 0.02% | 537 |
|
|
2021
Q3 | $189K | Buy |
+19,170
| New | +$189K | 0.03% | 441 |
|