Berman Capital Advisors’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
Q3 | $5K | Sell |
55
-77
| -58% | -$7K | ﹤0.01% | 1414 |
|
|
2021
Q2 | $13K | Buy |
132
+1
| +0.8% | +$98 | ﹤0.01% | 1048 |
|
|
2021
Q1 | $11K | Sell |
131
-1
| -0.8% | -$84 | ﹤0.01% | 996 |
|
|
2020
Q4 | $10K | Sell |
132
-26
| -16% | -$1.97K | ﹤0.01% | 913 |
|
|
2020
Q3 | $9K | Buy |
158
+1
| +0.6% | +$57 | ﹤0.01% | 820 |
|
|
2020
Q2 | $8K | Sell |
157
-110
| -41% | -$5.61K | ﹤0.01% | 828 |
|
|
2020
Q1 | $13K | Buy |
267
+232
| +663% | +$11.3K | ﹤0.01% | 595 |
|
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q3 | $2K | Sell |
35
-76
| -68% | -$4.34K | ﹤0.01% | 1151 |
|
|
2019
Q2 | $7K | Buy |
111
+25
| +29% | +$1.58K | ﹤0.01% | 850 |
|
|
2019
Q1 | $6K | Sell |
86
-68
| -44% | -$4.74K | ﹤0.01% | 806 |
|
|
2018
Q4 | $9K | Buy |
+154
| New | +$9K | ﹤0.01% | 522 |
|