Montag & Associates’s TerraForm Power, Inc TERP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-82,800
| Closed | -$1.53M | – | 322 |
|
|
2020
Q2 | $1.53M | Hold |
82,800
| – | – | 0.13% | 137 |
|
|
2020
Q1 | $1.31M | Hold |
82,800
| – | – | 0.13% | 144 |
|
|
2019
Q4 | $1.27M | Hold |
82,800
| – | – | 0.1% | 167 |
|
|
2019
Q3 | $1.51M | Hold |
82,800
| – | – | 0.13% | 141 |
|
|
2019
Q2 | $1.18M | Hold |
82,800
| – | – | 0.11% | 163 |
|
|
2019
Q1 | $1.14M | Buy |
82,800
+1,700
| +2% | +$23.4K | 0.11% | 160 |
|
|
2018
Q4 | $910K | Buy |
81,100
+3,400
| +4% | +$38.2K | 0.1% | 152 |
|
|
2018
Q3 | $897K | Buy |
+77,700
| New | +$897K | 0.08% | 187 |
|