Bank of Montreal’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-400
| Closed | -$1K | – | 3959 |
|
|
2016
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 3724 |
|
|
2016
Q2 | $1K | Hold |
400
| – | – | ﹤0.01% | 3750 |
|
|
2016
Q1 | $1K | Buy |
+400
| New | +$1K | ﹤0.01% | 3885 |
|
|
2015
Q4 | – | Sell |
-5,790
| Closed | -$102K | – | 4348 |
|
|
2015
Q3 | $102K | Hold |
5,790
| – | – | ﹤0.01% | 2401 |
|
|
2015
Q2 | $101K | Buy |
+5,790
| New | +$101K | ﹤0.01% | 2546 |
|