Boston 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.52M | Buy |
20,653
+14,198
| +220% | +$1.05M | 0.08% | 309 |
|
|
2019
Q2 | $487K | Buy |
6,455
+3,706
| +135% | +$280K | 0.03% | 485 |
|
|
2019
Q1 | $206K | Buy |
+2,749
| New | +$206K | 0.01% | 612 |
|
|
2017
Q3 | – | Sell |
-14,711
| Closed | -$1.08M | – | 646 |
|
|
2017
Q2 | $1.08M | Sell |
14,711
-55
| -0.4% | -$4.04K | 0.02% | 370 |
|
|
2017
Q1 | $1.1M | Buy |
14,766
+250
| +2% | +$18.7K | 0.03% | 348 |
|
|
2016
Q4 | $1.04M | Buy |
14,516
+1,235
| +9% | +$88.8K | 0.03% | 355 |
|
|
2016
Q3 | $871K | Buy |
13,281
+1,935
| +17% | +$127K | 0.02% | 381 |
|
|
2016
Q2 | $719K | Sell |
11,346
-600
| -5% | -$38K | 0.02% | 395 |
|
|
2016
Q1 | $725K | Sell |
11,946
-185
| -2% | -$11.2K | 0.02% | 374 |
|
|
2015
Q4 | $684K | Sell |
12,131
-600
| -5% | -$33.8K | 0.02% | 391 |
|
|
2015
Q3 | $694K | Sell |
12,731
-744
| -6% | -$40.6K | 0.03% | 448 |
|
|
2015
Q2 | $799K | Buy |
13,475
+490
| +4% | +$29.1K | 0.03% | 332 |
|
|
2015
Q1 | $779K | Sell |
12,985
-281
| -2% | -$16.9K | 0.03% | 332 |
|
|
2014
Q4 | $938K | Buy |
13,266
+395
| +3% | +$27.9K | 0.04% | 270 |
|
|
2014
Q3 | $948K | Buy |
12,871
+226
| +2% | +$16.6K | 0.04% | 281 |
|
|
2014
Q2 | $931K | Buy |
12,645
+625
| +5% | +$46K | 0.04% | 285 |
|
|
2014
Q1 | $805K | Sell |
12,020
-180,798
| -94% | -$12.1M | 0.04% | 289 |
|
|
2013
Q4 | $12.9M | Buy |
192,818
+3,101
| +2% | +$207K | 0.61% | 52 |
|
|
2013
Q3 | $12.7M | Sell |
189,717
-59,371
| -24% | -$3.97M | 0.67% | 48 |
|
|
2013
Q2 | $14.5M | Buy |
+249,088
| New | +$14.5M | 0.7% | 49 |
|