Bank of Montreal’s UTI WORLDWIDE INC UTIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-588
| Closed | -$4K | – | 4234 |
|
|
2015
Q4 | $4K | Buy |
+588
| New | +$4K | ﹤0.01% | 3639 |
|
|
2015
Q2 | – | Sell |
-3,535
| Closed | -$43K | – | 3951 |
|
|
2015
Q1 | $43K | Hold |
3,535
| – | – | ﹤0.01% | 2771 |
|
|
2014
Q4 | $43K | Hold |
3,535
| – | – | ﹤0.01% | 2738 |
|
|
2014
Q3 | $38K | Sell |
3,535
-2,343
| -40% | -$25.2K | ﹤0.01% | 2805 |
|
|
2014
Q2 | $61K | Buy |
5,878
+1,830
| +45% | +$19K | ﹤0.01% | 2711 |
|
|
2014
Q1 | $43K | Sell |
4,048
-10,324
| -72% | -$110K | ﹤0.01% | 2684 |
|
|
2013
Q4 | $252K | Sell |
14,372
-26
| -0.2% | -$456 | ﹤0.01% | 1853 |
|
|
2013
Q3 | $217K | Hold |
14,398
| – | – | ﹤0.01% | 1864 |
|
|
2013
Q2 | $237K | Buy |
+14,398
| New | +$237K | ﹤0.01% | 1778 |
|