Carderock Capital Management’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
Q2 | – | Sell |
-11,417
| Closed | -$685K | – | 86 |
|
|
2015
Q1 | $685K | Hold |
11,417
| – | – | 0.33% | 63 |
|
|
2014
Q4 | $808K | Hold |
11,417
| – | – | 0.4% | 60 |
|
|
2014
Q3 | $841K | Sell |
11,417
-42
| -0.4% | -$3.09K | 0.43% | 62 |
|
|
2014
Q2 | $843K | Sell |
11,459
-108
| -0.9% | -$7.95K | 0.44% | 65 |
|
|
2014
Q1 | $775K | Sell |
11,567
-1,921
| -14% | -$129K | 0.39% | 70 |
|
|
2013
Q4 | $899K | Buy |
13,488
+16
| +0.1% | +$1.07K | 0.47% | 64 |
|
|
2013
Q3 | $900K | Sell |
13,472
-950
| -7% | -$63.5K | 0.52% | 59 |
|
|
2013
Q2 | $837K | Buy |
+14,422
| New | +$837K | 0.49% | 62 |
|