Bank of Montreal’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-386
| Closed | -$8K | – | 4408 |
|
|
2021
Q1 | $8K | Sell |
386
-1,832
| -83% | -$38K | ﹤0.01% | 4066 |
|
|
2020
Q4 | $44K | Buy |
2,218
+1,568
| +241% | +$31.1K | ﹤0.01% | 3547 |
|
|
2020
Q3 | $9K | Sell |
650
-453
| -41% | -$6.27K | ﹤0.01% | 3771 |
|
|
2020
Q2 | $15K | Buy |
+1,103
| New | +$15K | ﹤0.01% | 3619 |
|
|
2020
Q1 | – | Sell |
-1,617
| Closed | -$38K | – | 4102 |
|
|
2019
Q4 | $38K | Buy |
1,617
+502
| +45% | +$11.8K | ﹤0.01% | 3456 |
|
|
2019
Q3 | $23K | Buy |
1,115
+40
| +4% | +$825 | ﹤0.01% | 3520 |
|
|
2019
Q2 | $23K | Buy |
+1,075
| New | +$23K | ﹤0.01% | 3636 |
|
|
2019
Q1 | – | Sell |
-161
| Closed | -$3K | – | 4170 |
|
|
2018
Q4 | $3K | Buy |
161
+83
| +106% | +$1.55K | ﹤0.01% | 3908 |
|
|
2018
Q3 | $2K | Sell |
78
-3
| -4% | -$77 | ﹤0.01% | 4062 |
|
|
2018
Q2 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 4059 |
|