Bank of Montreal’s West Bancorporation WTBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-720
| Closed | -$18K | – | 4564 |
|
|
2021
Q1 | $18K | Sell |
720
-2,032
| -74% | -$50.8K | ﹤0.01% | 3708 |
|
|
2020
Q4 | $57K | Buy |
2,752
+1,707
| +163% | +$35.4K | ﹤0.01% | 3415 |
|
|
2020
Q3 | $17K | Sell |
1,045
-526
| -33% | -$8.56K | ﹤0.01% | 3500 |
|
|
2020
Q2 | $25K | Buy |
1,571
+1,151
| +274% | +$18.3K | ﹤0.01% | 3388 |
|
|
2020
Q1 | $7K | Sell |
420
-2,011
| -83% | -$33.5K | ﹤0.01% | 3303 |
|
|
2019
Q4 | $63K | Buy |
2,431
+608
| +33% | +$15.8K | ﹤0.01% | 3220 |
|
|
2019
Q3 | $40K | Buy |
1,823
+171
| +10% | +$3.75K | ﹤0.01% | 3249 |
|
|
2019
Q2 | $35K | Buy |
1,652
+1,347
| +442% | +$28.5K | ﹤0.01% | 3400 |
|
|
2019
Q1 | $6K | Sell |
305
-221
| -42% | -$4.35K | ﹤0.01% | 3592 |
|
|
2018
Q4 | $10K | Buy |
526
+111
| +27% | +$2.11K | ﹤0.01% | 3533 |
|
|
2018
Q3 | $10K | Sell |
415
-1,003
| -71% | -$24.2K | ﹤0.01% | 3608 |
|
|
2018
Q2 | $36K | Buy |
1,418
+113
| +9% | +$2.87K | ﹤0.01% | 3217 |
|
|
2018
Q1 | $34K | Hold |
1,305
| – | – | ﹤0.01% | 3114 |
|
|
2017
Q4 | $33K | Buy |
1,305
+1,000
| +328% | +$25.3K | ﹤0.01% | 3115 |
|
|
2017
Q3 | $7K | Hold |
305
| – | – | ﹤0.01% | 3520 |
|
|
2017
Q2 | $7K | Hold |
305
| – | – | ﹤0.01% | 3493 |
|
|
2017
Q1 | $7K | Hold |
305
| – | – | ﹤0.01% | 3376 |
|
|
2016
Q4 | $7K | Sell |
305
-47
| -13% | -$1.08K | ﹤0.01% | 3383 |
|
|
2016
Q3 | $7K | Hold |
352
| – | – | ﹤0.01% | 3387 |
|
|
2016
Q2 | $7K | Sell |
352
-65
| -16% | -$1.29K | ﹤0.01% | 3388 |
|
|
2016
Q1 | $8K | Hold |
417
| – | – | ﹤0.01% | 3418 |
|
|
2015
Q4 | $8K | Buy |
+417
| New | +$8K | ﹤0.01% | 3437 |
|
|
2014
Q3 | – | Sell |
-360
| Closed | -$5K | – | 3905 |
|
|
2014
Q2 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 3763 |
|