Bank of Montreal’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-264
| Closed | -$7K | – | 3674 |
|
|
2021
Q1 | $7K | Sell |
264
-1,150
| -81% | -$30.5K | ﹤0.01% | 4099 |
|
|
2020
Q4 | $31K | Buy |
1,414
+993
| +236% | +$21.8K | ﹤0.01% | 3723 |
|
|
2020
Q3 | $6K | Sell |
421
-314
| -43% | -$4.48K | ﹤0.01% | 3911 |
|
|
2020
Q2 | $9K | Buy |
+735
| New | +$9K | ﹤0.01% | 3832 |
|
|
2020
Q1 | – | Sell |
-988
| Closed | -$16K | – | 3798 |
|
|
2019
Q4 | $16K | Buy |
988
+307
| +45% | +$4.97K | ﹤0.01% | 3871 |
|
|
2019
Q3 | $10K | Sell |
681
-26
| -4% | -$382 | ﹤0.01% | 3901 |
|
|
2019
Q2 | $11K | Buy |
707
+699
| +8,738% | +$10.9K | ﹤0.01% | 4005 |
|
|
2019
Q1 | $0 | Sell |
8
-84
| -91% | – | ﹤0.01% | 3907 |
|
|
2018
Q4 | $1K | Buy |
92
+48
| +109% | +$522 | ﹤0.01% | 4136 |
|
|
2018
Q3 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 4162 |
|