Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,350
| Closed | -$168K | – | 340 |
|
|
2020
Q1 | $168K | Hold |
3,350
| – | – | ﹤0.01% | 298 |
|
|
2019
Q4 | $260K | Buy |
3,350
+892
| +36% | +$69.2K | ﹤0.01% | 271 |
|
|
2019
Q3 | $181K | Buy |
2,458
+2,166
| +742% | +$159K | ﹤0.01% | 306 |
|
|
2019
Q2 | $22K | Hold |
292
| – | – | ﹤0.01% | 490 |
|
|
2019
Q1 | $22K | Hold |
292
| – | – | ﹤0.01% | 461 |
|
|
2018
Q4 | $19K | Hold |
292
| – | – | ﹤0.01% | 510 |
|
|
2018
Q3 | $24K | Hold |
292
| – | – | ﹤0.01% | 566 |
|
|
2018
Q2 | $23K | Buy |
+292
| New | +$23K | ﹤0.01% | 477 |
|