Bank of Montreal’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70,463
| Closed | -$218K | – | 3480 |
|
|
2023
Q2 | $218K | Sell |
70,463
-711
| -1% | -$2.2K | ﹤0.01% | 2796 |
|
|
2023
Q1 | $190K | Buy |
+71,174
| New | +$190K | ﹤0.01% | 2776 |
|
|
2022
Q1 | – | Sell |
-29,655
| Closed | -$136K | – | 3647 |
|
|
2021
Q4 | $136K | Sell |
29,655
-1,530
| -5% | -$7.02K | ﹤0.01% | 2984 |
|
|
2021
Q3 | $193K | Buy |
+31,185
| New | +$193K | ﹤0.01% | 3140 |
|
|
2021
Q1 | – | Sell |
-50,369
| Closed | -$267K | – | 4685 |
|
|
2020
Q4 | $267K | Buy |
+50,369
| New | +$267K | ﹤0.01% | 2623 |
|
|
2018
Q2 | – | Sell |
-41,000
| Closed | -$104K | – | 4397 |
|
|
2018
Q1 | $104K | Buy |
+41,000
| New | +$104K | ﹤0.01% | 2708 |
|