Bank of Montreal’s Investar Holding Corp ISTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,057
| Closed | -$550K | – | 3679 |
|
|
2023
Q1 | $550K | Buy |
24,057
+9,222
| +62% | +$211K | ﹤0.01% | 2165 |
|
|
2022
Q4 | $339K | Buy |
+14,835
| New | +$339K | ﹤0.01% | 2446 |
|
|
2021
Q2 | – | Sell |
-256
| Closed | -$5K | – | 4011 |
|
|
2021
Q1 | $5K | Sell |
256
-1,254
| -83% | -$24.5K | ﹤0.01% | 4240 |
|
|
2020
Q4 | $26K | Buy |
1,510
+981
| +185% | +$16.9K | ﹤0.01% | 3822 |
|
|
2020
Q3 | $7K | Sell |
529
-340
| -39% | -$4.5K | ﹤0.01% | 3862 |
|
|
2020
Q2 | $11K | Buy |
+869
| New | +$11K | ﹤0.01% | 3752 |
|
|
2020
Q1 | – | Sell |
-1,163
| Closed | -$28K | – | 3937 |
|
|
2019
Q4 | $28K | Buy |
1,163
+349
| +43% | +$8.4K | ﹤0.01% | 3591 |
|
|
2019
Q3 | $19K | Buy |
814
+27
| +3% | +$630 | ﹤0.01% | 3628 |
|
|
2019
Q2 | $19K | Buy |
+787
| New | +$19K | ﹤0.01% | 3736 |
|
|
2019
Q1 | – | Sell |
-125
| Closed | -$3K | – | 4034 |
|
|
2018
Q4 | $3K | Buy |
125
+64
| +105% | +$1.54K | ﹤0.01% | 3885 |
|
|
2018
Q3 | $2K | Sell |
61
-2
| -3% | -$66 | ﹤0.01% | 4033 |
|
|
2018
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 4024 |
|
|
2015
Q2 | – | Sell |
-65
| Closed | -$1K | – | 3745 |
|
|
2015
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 3615 |
|