SIA
ALTA
Soltis Investment Advisors’s Altabancorp Common Stock ALTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-188,391
| Closed | -$8.32M | – | 267 |
|
|
2021
Q3 | $8.32M | Sell |
188,391
-2,500
| -1% | -$110K | 1.29% | 16 |
|
|
2021
Q2 | $8.27M | Sell |
190,891
-114
| -0.1% | -$4.94K | 1.31% | 13 |
|
|
2021
Q1 | $8.03M | Sell |
191,005
-66,449
| -26% | -$2.79M | 1.46% | 12 |
|
|
2020
Q4 | $7.19M | Sell |
257,454
-6,788
| -3% | -$190K | 1.33% | 13 |
|
|
2020
Q3 | $5.32M | Sell |
264,242
-40
| -0% | -$805 | 1.25% | 19 |
|
|
2020
Q2 | $5.94M | Sell |
264,282
-5,289
| -2% | -$119K | 1.54% | 17 |
|
|
2020
Q1 | $5.22M | Buy |
269,571
+222
| +0.1% | +$4.3K | 1.62% | 15 |
|
|
2019
Q4 | $8.11M | Buy |
+269,349
| New | +$8.11M | 1.56% | 15 |
|