Beacon Investment Advisory Services’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
Q2 | – | Sell |
-7,200
| Closed | -$539K | – | 228 |
|
|
2019
Q1 | $539K | Hold |
7,200
| – | – | 0.06% | 135 |
|
|
2018
Q4 | $471K | Hold |
7,200
| – | – | 0.05% | 156 |
|
|
2018
Q3 | $594K | Hold |
7,200
| – | – | 0.06% | 142 |
|
|
2018
Q2 | $556K | Hold |
7,200
| – | – | 0.06% | 149 |
|
|
2018
Q1 | $544K | Hold |
7,200
| – | – | 0.06% | 151 |
|
|
2017
Q4 | $576K | Hold |
7,200
| – | – | 0.06% | 139 |
|
|
2017
Q3 | $545K | Buy |
+7,200
| New | +$545K | 0.05% | 171 |
|