Bison Wealth’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,205
| Closed | -$248K | – | 339 |
|
|
2019
Q4 | $248K | Buy |
3,205
+70
| +2% | +$5.42K | 0.12% | 190 |
|
|
2019
Q3 | $231K | Buy |
3,135
+135
| +5% | +$9.95K | 0.13% | 187 |
|
|
2019
Q2 | $226K | Hold |
3,000
| – | – | 0.13% | 193 |
|
|
2019
Q1 | $224K | Buy |
+3,000
| New | +$224K | 0.14% | 188 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$248K | – | 211 |
|
|
2018
Q3 | $248K | Hold |
3,000
| – | – | 0.16% | 176 |
|
|
2018
Q2 | $232K | Buy |
+3,000
| New | +$232K | 0.17% | 169 |
|