Advantage Investment Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $30K | Hold |
400
| – | – | 0.02% | 437 |
|
|
2019
Q2 | $30K | Hold |
400
| – | – | 0.02% | 445 |
|
|
2019
Q1 | $30K | Hold |
400
| – | – | 0.02% | 438 |
|
|
2018
Q4 | $26K | Hold |
400
| – | – | 0.02% | 463 |
|
|
2018
Q3 | $33K | Hold |
400
| – | – | 0.02% | 476 |
|
|
2018
Q2 | $31K | Hold |
400
| – | – | 0.02% | 454 |
|
|
2018
Q1 | $30K | Hold |
400
| – | – | 0.01% | 483 |
|
|
2017
Q4 | $32K | Sell |
400
-42
| -10% | -$3.36K | 0.01% | 486 |
|
|
2017
Q3 | $33K | Hold |
442
| – | – | 0.01% | 467 |
|
|
2017
Q2 | $32K | Buy |
442
+42
| +11% | +$3.04K | 0.01% | 476 |
|
|
2017
Q1 | $30K | Sell |
400
-23
| -5% | -$1.73K | 0.01% | 470 |
|
|
2016
Q4 | $30K | Sell |
423
-100
| -19% | -$7.09K | 0.01% | 432 |
|
|
2016
Q3 | $34K | Buy |
523
+23
| +5% | +$1.5K | 0.01% | 406 |
|
|
2016
Q2 | $32K | Hold |
500
| – | – | 0.02% | 406 |
|
|
2016
Q1 | $30K | Hold |
500
| – | – | 0.01% | 398 |
|
|
2015
Q4 | $28K | Hold |
500
| – | – | 0.01% | 413 |
|
|
2015
Q3 | $27K | Buy |
500
+150
| +43% | +$8.1K | 0.02% | 394 |
|
|
2015
Q2 | $21K | Buy |
350
+200
| +133% | +$12K | 0.01% | 467 |
|
|
2015
Q1 | $9K | Buy |
150
+60
| +67% | +$3.6K | 0.01% | 602 |
|
|
2014
Q4 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 593 |
|