Bank of Montreal’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,767
| Closed | -$76K | – | 3793 |
|
|
2014
Q3 | $76K | Sell |
3,767
-53
| -1% | -$1.07K | ﹤0.01% | 2527 |
|
|
2014
Q2 | $76K | Buy |
3,820
+58
| +2% | +$1.15K | ﹤0.01% | 2602 |
|
|
2014
Q1 | $74K | Sell |
3,762
-3,231
| -46% | -$63.6K | ﹤0.01% | 2448 |
|
|
2013
Q4 | $135K | Buy |
6,993
+743
| +12% | +$14.3K | ﹤0.01% | 2100 |
|
|
2013
Q3 | $109K | Buy |
6,250
+3,002
| +92% | +$52.4K | ﹤0.01% | 2102 |
|
|
2013
Q2 | $48K | Buy |
+3,248
| New | +$48K | ﹤0.01% | 2368 |
|