Montag & Associates’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$248 | – | 1029 |
|
|
2024
Q2 | $248 | Buy |
+100
| New | +$248 | ﹤0.01% | 975 |
|
|
2015
Q3 | – | Sell |
-13,950
| Closed | -$114K | – | 235 |
|
|
2015
Q2 | $114K | Sell |
13,950
-79,157
| -85% | -$647K | 0.02% | 241 |
|
|
2015
Q1 | $831K | Buy |
+93,107
| New | +$831K | 0.12% | 157 |
|