Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1531 |
|
|
2020
Q3 | – | Sell |
-105
| Closed | -$5K | – | 1501 |
|
|
2020
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q1 | $5K | Hold |
105
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q4 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 1121 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$6K | – | 820 |
|
|
2014
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 542 |
|
|
2014
Q3 | $7K | Sell |
100
-335
| -77% | -$23.5K | ﹤0.01% | 609 |
|
|
2014
Q2 | $32K | Buy |
435
+335
| +335% | +$24.6K | 0.01% | 383 |
|
|
2014
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 592 |
|