Barrington Strategic Wealth Management Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,259
| Closed | -$614K | – | 99 |
|
|
2015
Q3 | $614K | Sell |
11,259
-75
| -0.7% | -$4.09K | 0.39% | 69 |
|
|
2015
Q2 | $672K | Buy |
11,334
+20
| +0.2% | +$1.19K | 0.4% | 73 |
|
|
2015
Q1 | $679K | Buy |
11,314
+80
| +0.7% | +$4.8K | 0.42% | 69 |
|
|
2014
Q4 | $795K | Buy |
11,234
+315
| +3% | +$22.3K | 0.51% | 63 |
|
|
2014
Q3 | $804K | Sell |
10,919
-200
| -2% | -$14.7K | 0.52% | 62 |
|
|
2014
Q2 | $818K | Sell |
11,119
-211
| -2% | -$15.5K | 0.52% | 61 |
|
|
2014
Q1 | $759K | Buy |
11,330
+733
| +7% | +$49.1K | 0.49% | 63 |
|
|
2013
Q4 | $706K | Buy |
10,597
+585
| +6% | +$39K | 0.47% | 63 |
|
|
2013
Q3 | $669K | Sell |
10,012
-4,521
| -31% | -$302K | 0.59% | 55 |
|
|
2013
Q2 | $843K | Buy |
+14,533
| New | +$843K | 0.69% | 45 |
|