Bank of Montreal’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,559
| Closed | -$1.33M | – | 3824 |
|
|
2024
Q2 | $1.33M | Buy |
+15,559
| New | +$1.33M | ﹤0.01% | 1663 |
|
|
2023
Q3 | – | Sell |
-12,292
| Closed | -$1.23M | – | 3707 |
|
|
2023
Q2 | $1.23M | Buy |
+12,292
| New | +$1.23M | ﹤0.01% | 1767 |
|
|
2021
Q2 | – | Sell |
-95
| Closed | -$8K | – | 4514 |
|
|
2021
Q1 | $8K | Sell |
95
-432
| -82% | -$36.4K | ﹤0.01% | 4070 |
|
|
2020
Q4 | $46K | Buy |
527
+369
| +234% | +$32.2K | ﹤0.01% | 3521 |
|
|
2020
Q3 | $13K | Sell |
158
-113
| -42% | -$9.3K | ﹤0.01% | 3626 |
|
|
2020
Q2 | $22K | Buy |
+271
| New | +$22K | ﹤0.01% | 3450 |
|
|
2020
Q1 | – | Sell |
-441
| Closed | -$48K | – | 4163 |
|
|
2019
Q4 | $48K | Buy |
441
+136
| +45% | +$14.8K | ﹤0.01% | 3337 |
|
|
2019
Q3 | $29K | Sell |
305
-83
| -21% | -$7.89K | ﹤0.01% | 3394 |
|
|
2019
Q2 | $37K | Buy |
388
+294
| +313% | +$28K | ﹤0.01% | 3374 |
|
|
2019
Q1 | $8K | Sell |
94
-48
| -34% | -$4.09K | ﹤0.01% | 3534 |
|
|
2018
Q4 | $12K | Buy |
142
+24
| +20% | +$2.03K | ﹤0.01% | 3480 |
|
|
2018
Q3 | $11K | Hold |
118
| – | – | ﹤0.01% | 3582 |
|
|
2018
Q2 | $13K | Buy |
118
+24
| +26% | +$2.64K | ﹤0.01% | 3553 |
|
|
2018
Q1 | $9K | Hold |
94
| – | – | ﹤0.01% | 3511 |
|
|
2017
Q4 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 3521 |
|
|
2014
Q3 | – | Sell |
-80
| Closed | -$4K | – | 3887 |
|
|
2014
Q2 | $4K | Sell |
80
-331
| -81% | -$16.6K | ﹤0.01% | 3864 |
|
|
2014
Q1 | $24K | Sell |
411
-333
| -45% | -$19.4K | ﹤0.01% | 2905 |
|
|
2013
Q4 | $43K | Hold |
744
| – | – | ﹤0.01% | 2600 |
|
|
2013
Q3 | $44K | Hold |
744
| – | – | ﹤0.01% | 2491 |
|
|
2013
Q2 | $40K | Buy |
+744
| New | +$40K | ﹤0.01% | 2425 |
|