Bellevue Asset Management’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
Q2 | – | Sell |
-78
| Closed | -$7K | – | 595 |
|
|
2021
Q1 | $7K | Buy |
78
+8
| +11% | +$718 | ﹤0.01% | 376 |
|
|
2020
Q4 | $5K | Buy |
70
+11
| +19% | +$786 | ﹤0.01% | 409 |
|
|
2020
Q3 | $3K | Buy |
59
+16
| +37% | +$814 | ﹤0.01% | 471 |
|
|
2020
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 524 |
|
|
2020
Q1 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 492 |
|