Balentine LLC’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-78
| Closed | -$4K | – | 235 |
|
|
2020
Q2 | $4K | Buy |
78
+61
| +359% | +$3.13K | ﹤0.01% | 757 |
|
|
2020
Q1 | $1K | Sell |
17
-185
| -92% | -$10.9K | ﹤0.01% | 602 |
|
|
2019
Q4 | $16K | Hold |
202
| – | – | ﹤0.01% | 306 |
|
|
2019
Q3 | $15K | Hold |
202
| – | – | ﹤0.01% | 271 |
|
|
2019
Q2 | $15K | Hold |
202
| – | – | ﹤0.01% | 243 |
|
|
2019
Q1 | $15K | Hold |
202
| – | – | ﹤0.01% | 227 |
|
|
2018
Q4 | $13K | Buy |
202
+125
| +162% | +$8.05K | ﹤0.01% | 223 |
|
|
2018
Q3 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 284 |
|