Carroll Financial Associates’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$1K Buy
2020
Q3
Sell
2020
Q2
$5K Hold
2020
Q1
$5K Hold
2019
Q4
$8K Buy
2015
Q1
Sell
2014
Q4
$6K Hold
2014
Q3
$7K Sell
2014
Q2
$32K Buy
2014
Q1
$7K Buy