Wellington Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-265,920
| Closed | -$5.98M | – | 2027 |
|
|
2020
Q2 | $5.98M | Sell |
265,920
-299,552
| -53% | -$6.73M | ﹤0.01% | 1180 |
|
|
2020
Q1 | $11M | Buy |
565,472
+222,134
| +65% | +$4.3M | ﹤0.01% | 1017 |
|
|
2019
Q4 | $10.3M | Sell |
343,338
-5,650
| -2% | -$170K | ﹤0.01% | 1154 |
|
|
2019
Q3 | $9.87M | Buy |
348,988
+3,617
| +1% | +$102K | ﹤0.01% | 1173 |
|
|
2019
Q2 | $10.2M | Buy |
+345,371
| New | +$10.2M | ﹤0.01% | 1203 |
|