UBS Group’s Altabancorp Common Stock ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,025
| Closed | -$266K | – | 10053 |
|
|
2021
Q3 | $266K | Sell |
6,025
-111
| -2% | -$4.9K | ﹤0.01% | 4090 |
|
|
2021
Q2 | $266K | Sell |
6,136
-4,269
| -41% | -$185K | ﹤0.01% | 4149 |
|
|
2021
Q1 | $437K | Buy |
10,405
+380
| +4% | +$16K | ﹤0.01% | 4031 |
|
|
2020
Q4 | $280K | Buy |
10,025
+3,638
| +57% | +$102K | ﹤0.01% | 4062 |
|
|
2020
Q3 | $128K | Sell |
6,387
-2,910
| -31% | -$58.3K | ﹤0.01% | 4227 |
|
|
2020
Q2 | $209K | Sell |
9,297
-5,295
| -36% | -$119K | ﹤0.01% | 3978 |
|
|
2020
Q1 | $283K | Sell |
14,592
-9,097
| -38% | -$176K | ﹤0.01% | 3640 |
|
|
2019
Q4 | $713K | Buy |
23,689
+6,810
| +40% | +$205K | ﹤0.01% | 3618 |
|
|
2019
Q3 | $477K | Buy |
16,879
+8,809
| +109% | +$249K | ﹤0.01% | 3769 |
|
|
2019
Q2 | $237K | Buy |
8,070
+3,820
| +90% | +$112K | ﹤0.01% | 4008 |
|
|
2019
Q1 | $112K | Sell |
4,250
-4,522
| -52% | -$119K | ﹤0.01% | 4210 |
|
|
2018
Q4 | $265K | Buy |
8,772
+685
| +8% | +$20.7K | ﹤0.01% | 3920 |
|
|
2018
Q3 | $274K | Buy |
8,087
+2,630
| +48% | +$89.1K | ﹤0.01% | 4022 |
|
|
2018
Q2 | $194K | Buy |
5,457
+2,907
| +114% | +$103K | ﹤0.01% | 4116 |
|
|
2018
Q1 | $82K | Sell |
2,550
-2,318
| -48% | -$74.5K | ﹤0.01% | 4522 |
|
|
2017
Q4 | $147K | Sell |
4,868
-268
| -5% | -$8.09K | ﹤0.01% | 4214 |
|
|
2017
Q3 | $167K | Buy |
5,136
+1,020
| +25% | +$33.2K | ﹤0.01% | 4124 |
|
|
2017
Q2 | $110K | Buy |
4,116
+311
| +8% | +$8.31K | ﹤0.01% | 4225 |
|
|
2017
Q1 | $101K | Sell |
3,805
-2,054
| -35% | -$54.5K | ﹤0.01% | 4206 |
|
|
2016
Q4 | $157K | Buy |
5,859
+1,372
| +31% | +$36.8K | ﹤0.01% | 4097 |
|
|
2016
Q3 | $91K | Sell |
4,487
-585
| -12% | -$11.9K | ﹤0.01% | 4200 |
|
|
2016
Q2 | $85K | Sell |
5,072
-1,065
| -17% | -$17.8K | ﹤0.01% | 4314 |
|
|
2016
Q1 | $97K | Buy |
6,137
+3,253
| +113% | +$51.4K | ﹤0.01% | 4256 |
|
|
2015
Q4 | $50K | Buy |
2,884
+1,598
| +124% | +$27.7K | ﹤0.01% | 4754 |
|
|
2015
Q3 | $21K | Buy |
1,286
+130
| +11% | +$2.12K | ﹤0.01% | 5406 |
|
|
2015
Q2 | $20K | Buy |
+1,156
| New | +$20K | ﹤0.01% | 5498 |
|