Montag & Associates’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-23,412
| Closed | -$755K | – | 262 |
|
|
2015
Q1 | $755K | Sell |
23,412
-11,100
| -32% | -$358K | 0.11% | 162 |
|
|
2014
Q4 | $1.22M | Sell |
34,512
-1,700
| -5% | -$60K | 0.18% | 130 |
|
|
2014
Q3 | $1.25M | Sell |
36,212
-4,100
| -10% | -$142K | 0.21% | 122 |
|
|
2014
Q2 | $1.53M | Sell |
40,312
-50,180
| -55% | -$1.9M | 0.25% | 112 |
|
|
2014
Q1 | $3.28M | Buy |
+90,492
| New | +$3.28M | 0.55% | 61 |
|