Bank of Montreal’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-27
| Closed | -$1K | – | 4517 |
|
|
2021
Q1 | $1K | Sell |
27
-131
| -83% | -$4.85K | ﹤0.01% | 4596 |
|
|
2020
Q4 | $5K | Buy |
158
+110
| +229% | +$3.48K | ﹤0.01% | 4280 |
|
|
2020
Q3 | $1K | Sell |
48
-34
| -41% | -$708 | ﹤0.01% | 4290 |
|
|
2020
Q2 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 4157 |
|
|
2020
Q1 | – | Sell |
-133
| Closed | -$4K | – | 4166 |
|
|
2019
Q4 | $4K | Buy |
133
+42
| +46% | +$1.26K | ﹤0.01% | 4187 |
|
|
2019
Q3 | $2K | Buy |
91
+5
| +6% | +$110 | ﹤0.01% | 4144 |
|
|
2019
Q2 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 4285 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | – | – | 4219 |
|
|
2018
Q4 | $0 | Buy |
16
+9
| +129% | – | ﹤0.01% | 4399 |
|
|
2018
Q3 | $0 | Sell |
7
-1
| -13% | – | ﹤0.01% | 4480 |
|
|
2018
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4461 |
|