Balasa Dinverno & Foltz’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,353
| Closed | -$833K | – | 345 |
|
|
2021
Q3 | $833K | Sell |
8,353
-2,903
| -26% | -$290K | 0.06% | 135 |
|
|
2021
Q2 | $1.15M | Hold |
11,256
| – | – | 0.08% | 112 |
|
|
2021
Q1 | $1M | Hold |
11,256
| – | – | 0.08% | 114 |
|
|
2020
Q4 | $856K | Buy |
11,256
+2,500
| +29% | +$190K | 0.07% | 121 |
|
|
2020
Q3 | $511K | Sell |
8,756
-19
| -0.2% | -$1.11K | 0.05% | 149 |
|
|
2020
Q2 | $466K | Buy |
+8,775
| New | +$466K | 0.05% | 135 |
|