Aviance Capital Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,567
| Closed | -$201K | – | 204 |
|
|
2015
Q4 | $201K | Buy |
+3,567
| New | +$201K | 0.07% | 182 |
|
|
2015
Q3 | – | Sell |
-3,800
| Closed | -$225K | – | 188 |
|
|
2015
Q2 | $225K | Sell |
3,800
-2,350
| -38% | -$139K | 0.08% | 182 |
|
|
2015
Q1 | $369K | Sell |
6,150
-300
| -5% | -$18K | 0.14% | 171 |
|
|
2014
Q4 | $456K | Sell |
6,450
-2,800
| -30% | -$198K | 0.17% | 155 |
|
|
2014
Q3 | $681K | Sell |
9,250
-50
| -0.5% | -$3.68K | 0.26% | 129 |
|
|
2014
Q2 | $684K | Sell |
9,300
-469
| -5% | -$34.5K | 0.27% | 125 |
|
|
2014
Q1 | $655K | Sell |
9,769
-400
| -4% | -$26.8K | 0.28% | 114 |
|
|
2013
Q4 | $678K | Sell |
10,169
-932
| -8% | -$62.1K | 0.29% | 103 |
|
|
2013
Q3 | $742K | Sell |
11,101
-1,050
| -9% | -$70.2K | 0.35% | 78 |
|
|
2013
Q2 | $705K | Buy |
+12,151
| New | +$705K | 0.38% | 77 |
|