Bank of Montreal’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-636
| Closed | -$26K | – | 5093 |
|
|
2021
Q1 | $26K | Sell |
636
-717
| -53% | -$29.3K | ﹤0.01% | 3572 |
|
|
2020
Q4 | $58K | Buy |
1,353
+494
| +58% | +$21.2K | ﹤0.01% | 3408 |
|
|
2020
Q3 | $33K | Sell |
859
-151
| -15% | -$5.8K | ﹤0.01% | 3205 |
|
|
2020
Q2 | $28K | Buy |
1,010
+364
| +56% | +$10.1K | ﹤0.01% | 3345 |
|
|
2020
Q1 | $15K | Sell |
646
-630
| -49% | -$14.6K | ﹤0.01% | 3059 |
|
|
2019
Q4 | $54K | Buy |
1,276
+192
| +18% | +$8.13K | ﹤0.01% | 3292 |
|
|
2019
Q3 | $42K | Buy |
1,084
+18
| +2% | +$697 | ﹤0.01% | 3236 |
|
|
2019
Q2 | $41K | Buy |
1,066
+420
| +65% | +$16.2K | ﹤0.01% | 3335 |
|
|
2019
Q1 | $23K | Sell |
646
-68
| -10% | -$2.42K | ﹤0.01% | 3237 |
|
|
2018
Q4 | $25K | Buy |
714
+36
| +5% | +$1.26K | ﹤0.01% | 3224 |
|
|
2018
Q3 | $24K | Sell |
678
-1
| -0.1% | -$35 | ﹤0.01% | 3338 |
|
|
2018
Q2 | $22K | Buy |
679
+33
| +5% | +$1.07K | ﹤0.01% | 3388 |
|
|
2018
Q1 | $23K | Sell |
646
-109
| -14% | -$3.88K | ﹤0.01% | 3250 |
|
|
2017
Q4 | $21K | Hold |
755
| – | – | ﹤0.01% | 3263 |
|
|
2017
Q3 | $19K | Hold |
755
| – | – | ﹤0.01% | 3261 |
|
|
2017
Q2 | $15K | Hold |
755
| – | – | ﹤0.01% | 3318 |
|
|
2017
Q1 | $14K | Hold |
755
| – | – | ﹤0.01% | 3209 |
|
|
2016
Q4 | $15K | Hold |
755
| – | – | ﹤0.01% | 3184 |
|
|
2016
Q3 | $13K | Hold |
755
| – | – | ﹤0.01% | 3238 |
|
|
2016
Q2 | $14K | Buy |
755
+521
| +223% | +$9.66K | ﹤0.01% | 3227 |
|
|
2016
Q1 | $4K | Hold |
234
| – | – | ﹤0.01% | 3611 |
|
|
2015
Q4 | $3K | Buy |
+234
| New | +$3K | ﹤0.01% | 3714 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$3K | – | 4364 |
|
|
2014
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 4043 |
|