Boston Private Bank & Trust’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $66K | Hold |
1,103
| – | – | ﹤0.01% | 522 |
|
|
2014
Q4 | $78K | Hold |
1,103
| – | – | ﹤0.01% | 505 |
|
|
2014
Q3 | $81K | Hold |
1,103
| – | – | ﹤0.01% | 502 |
|
|
2014
Q2 | $81K | Buy |
1,103
+195
| +21% | +$14.3K | ﹤0.01% | 502 |
|
|
2014
Q1 | $61K | Hold |
908
| – | – | ﹤0.01% | 553 |
|
|
2013
Q4 | $61K | Buy |
+908
| New | +$61K | ﹤0.01% | 557 |
|
|
2013
Q3 | – | Sell |
-400
| Closed | -$23K | – | 984 |
|
|
2013
Q2 | $23K | Buy |
+400
| New | +$23K | ﹤0.01% | 649 |
|