Bank of Montreal’s IES Holdings IESC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-228
| Closed | -$12K | – | 3981 |
|
|
2021
Q1 | $12K | Sell |
228
-1,036
| -82% | -$54.5K | ﹤0.01% | 3874 |
|
|
2020
Q4 | $61K | Buy |
1,264
+887
| +235% | +$42.8K | ﹤0.01% | 3383 |
|
|
2020
Q3 | $14K | Sell |
377
-279
| -43% | -$10.4K | ﹤0.01% | 3571 |
|
|
2020
Q2 | $13K | Buy |
+656
| New | +$13K | ﹤0.01% | 3667 |
|
|
2020
Q1 | – | Sell |
-1,059
| Closed | -$27K | – | 3923 |
|
|
2019
Q4 | $27K | Buy |
1,059
+335
| +46% | +$8.54K | ﹤0.01% | 3610 |
|
|
2019
Q3 | $15K | Buy |
724
+31
| +4% | +$642 | ﹤0.01% | 3740 |
|
|
2019
Q2 | $13K | Sell |
693
-6,945
| -91% | -$130K | ﹤0.01% | 3937 |
|
|
2019
Q1 | $136K | Sell |
7,638
-117
| -2% | -$2.08K | ﹤0.01% | 2554 |
|
|
2018
Q4 | $120K | Buy |
7,755
+59
| +0.8% | +$913 | ﹤0.01% | 2556 |
|
|
2018
Q3 | $149K | Sell |
7,696
-1
| -0% | -$19 | ﹤0.01% | 2627 |
|
|
2018
Q2 | $129K | Buy |
7,697
+59
| +0.8% | +$989 | ﹤0.01% | 2701 |
|
|
2018
Q1 | $116K | Hold |
7,638
| – | – | ﹤0.01% | 2656 |
|
|
2017
Q4 | $132K | Buy |
+7,638
| New | +$132K | ﹤0.01% | 2609 |
|