Beacon Trust’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $545K | Hold |
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|
2016
Q4 | $518K | Hold |
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|
2016
Q3 | $472K | Hold |
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|
2016
Q2 | $456K | Hold |
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|
2016
Q1 | $437K | Hold |
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|
2015
Q4 | $406K | Hold |
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|
2015
Q3 | $393K | Sell |
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|
2015
Q2 | $486K | Sell |
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|
2015
Q1 | $552K | Hold |
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|
2014
Q4 | $651K | Hold |
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|
2014
Q3 | $677K | Hold |
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|
2014
Q2 | $677K | Sell |
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|
2014
Q1 | $657K | Buy |
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|
2013
Q4 | $500K | Hold |
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|
2013
Q3 | $501K | Hold |
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|
2013
Q2 | $435K | Buy |
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