C.M. Bidwell & Associates’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-2,745
| Closed | -$174K | – | 261 |
|
2016
Q2 | $174K | Buy |
+2,745
| New | +$174K | 0.04% | 168 |
|
2015
Q1 | – | Sell |
-4,380
| Closed | -$310K | – | 218 |
|
2014
Q4 | $310K | Buy |
4,380
+950
| +28% | +$67.2K | 0.07% | 123 |
|
2014
Q3 | $253K | Hold |
3,430
| – | – | 0.06% | 128 |
|
2014
Q2 | $252K | Buy |
+3,430
| New | +$252K | 0.06% | 129 |
|