1834 Investment Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-403
| Closed | -$39K | – | 229 |
|
|
2022
Q2 | $39K | Buy |
+403
| New | +$42.8K | 0.01% | 285 |
|
|
2019
Q4 | – | Sell |
-140
| Closed | -$10K | – | 456 |
|
|
2019
Q3 | $10K | Sell |
140
-740
| -84% | -$53.9K | ﹤0.01% | 378 |
|
|
2019
Q2 | $66K | Hold |
880
| – | – | 0.01% | 257 |
|
|
2019
Q1 | $66K | Sell |
880
-611
| -41% | -$45.2K | 0.01% | 251 |
|
|
2018
Q4 | $97K | Sell |
1,491
-557
| -27% | -$41.3K | 0.02% | 222 |
|
|
2018
Q3 | $169K | Sell |
2,048
-230
| -10% | -$18.5K | 0.02% | 207 |
|
|
2018
Q2 | $176K | Sell |
2,278
-12,842
| -85% | -$989K | 0.03% | 190 |
|
|
2018
Q1 | $1.14M | Sell |
15,120
-20
| -0.1% | -$1.57K | 0.2% | 89 |
|
|
2017
Q4 | $1.21M | Buy |
15,140
+11,487
| +314% | +$896K | 0.19% | 96 |
|
|
2017
Q3 | $277K | Sell |
3,653
-216
| -6% | -$16.1K | 0.05% | 144 |
|
|
2017
Q2 | $284K | Sell |
3,869
-3,014
| -44% | -$213K | 0.05% | 150 |
|
|
2017
Q1 | $515K | Sell |
6,883
-1,058
| -13% | -$79.9K | 0.1% | 129 |
|
|
2016
Q4 | $571K | Sell |
7,941
-3,063
| -28% | -$204K | 0.12% | 113 |
|
|
2016
Q3 | $722K | Sell |
11,004
-3,853
| -26% | -$250K | 0.16% | 99 |
|
|
2016
Q2 | $942K | Sell |
14,857
-940
| -6% | -$59.6K | 0.2% | 96 |
|
|
2016
Q1 | $959K | Hold |
15,797
| – | – | 0.22% | 91 |
|
|
2015
Q4 | $891K | Sell |
15,797
-2,312
| -13% | -$133K | 0.21% | 96 |
|
|
2015
Q3 | $988K | Sell |
18,109
-166
| -0.9% | -$9.12K | 0.25% | 94 |
|
|
2015
Q2 | $1.08M | Buy |
18,275
+90
| +0.5% | +$5.65K | 0.3% | 79 |
|
|
2015
Q1 | $1.09M | Buy |
18,185
+2,148
| +13% | +$133K | 0.3% | 80 |
|
|
2014
Q4 | $1.13M | Buy |
16,037
+1,183
| +8% | +$84.7K | 0.31% | 75 |
|
|
2014
Q3 | $1.09M | Sell |
14,854
-362
| -2% | -$27.2K | 0.3% | 77 |
|
|
2014
Q2 | $1.12M | Sell |
15,216
-44,338
| -74% | -$3.09M | 0.3% | 79 |
|
|
2014
Q1 | $3.99M | Sell |
59,554
-470
| -0.8% | -$30.5K | 1.17% | 32 |
|
|
2013
Q4 | $4M | Sell |
60,024
-1,080
| -2% | -$73.5K | 1.17% | 29 |
|
|
2013
Q3 | $4.08M | Sell |
61,104
-396
| -0.6% | -$24.8K | 1.34% | 24 |
|
|
2013
Q2 | $3.57M | Buy |
+61,500
| New | +$3.73M | 1.22% | 27 |
|
Other funds holding BMO
