SEI Investments’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
Q2 | – | Sell |
-257
| Closed | -$7K | – | 2902 |
|
|
2019
Q1 | $7K | Buy |
+257
| New | +$7K | ﹤0.01% | 2814 |
|
|
2018
Q3 | – | Sell |
-42,388
| Closed | -$1.51M | – | 3647 |
|
|
2018
Q2 | $1.51M | Buy |
42,388
+292
| +0.7% | +$10.4K | 0.01% | 1433 |
|
|
2018
Q1 | $1.36M | Buy |
42,096
+8,616
| +26% | +$278K | 0.01% | 1344 |
|
|
2017
Q4 | $1.01M | Sell |
33,480
-31
| -0.1% | -$939 | ﹤0.01% | 1495 |
|
|
2017
Q3 | $1.09M | Buy |
33,511
+7,991
| +31% | +$259K | ﹤0.01% | 1434 |
|
|
2017
Q2 | $684K | Sell |
25,520
-725
| -3% | -$19.4K | ﹤0.01% | 1536 |
|
|
2017
Q1 | $694K | Hold |
26,245
| – | – | ﹤0.01% | 1495 |
|
|
2016
Q4 | $705K | Hold |
26,245
| – | – | ﹤0.01% | 1482 |
|
|
2016
Q3 | $534K | Sell |
26,245
-890
| -3% | -$18.1K | ﹤0.01% | 1440 |
|
|
2016
Q2 | $450K | Hold |
27,135
| – | – | ﹤0.01% | 1376 |
|
|
2016
Q1 | $430K | Buy |
+27,135
| New | +$430K | ﹤0.01% | 1347 |
|