BA
BKS Advisors’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.33M | Sell |
44,544
-1,398
| -3% | -$105K | 1.34% | 19 |
|
|
2018
Q4 | $3M | Sell |
45,942
-1,730
| -4% | -$113K | 1.36% | 20 |
|
|
2018
Q3 | $3.93M | Sell |
47,672
-1,743
| -4% | -$144K | 1.45% | 19 |
|
|
2018
Q2 | $3.82M | Buy |
49,415
+134
| +0.3% | +$10.4K | 1.35% | 18 |
|
|
2018
Q1 | $3.72M | Buy |
49,281
+184
| +0.4% | +$13.9K | 1.36% | 21 |
|
|
2017
Q4 | $3.93M | Buy |
49,097
+278
| +0.6% | +$22.2K | 1.42% | 18 |
|
|
2017
Q3 | $3.7M | Buy |
48,819
+786
| +2% | +$59.5K | 1.43% | 18 |
|
|
2017
Q2 | $3.53M | Buy |
48,033
+245
| +0.5% | +$18K | 1.44% | 14 |
|
|
2017
Q1 | $3.57M | Sell |
47,788
-1,526
| -3% | -$114K | 1.56% | 14 |
|
|
2016
Q4 | $3.55M | Buy |
49,314
+2,159
| +5% | +$155K | 1.67% | 13 |
|
|
2016
Q3 | $3.09M | Sell |
47,155
-41
| -0.1% | -$2.69K | 1.42% | 19 |
|
|
2016
Q2 | $2.99M | Buy |
47,196
+9,168
| +24% | +$581K | 1.54% | 19 |
|
|
2016
Q1 | $2.31M | Sell |
38,028
-437
| -1% | -$26.5K | 1.2% | 22 |
|
|
2015
Q4 | $2.17M | Sell |
38,465
-6,535
| -15% | -$369K | 1.12% | 31 |
|
|
2015
Q3 | $2.46M | Buy |
45,000
+1,575
| +4% | +$85.9K | 1.36% | 24 |
|
|
2015
Q2 | $2.57M | Buy |
43,425
+2,064
| +5% | +$122K | 1.23% | 27 |
|
|
2015
Q1 | $2.48M | Buy |
+41,361
| New | +$2.48M | 1.18% | 30 |
|