Certified Advisory Corp’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
Q2 | – | Sell |
-733
| Closed | -$65K | – | 260 |
|
|
2021
Q1 | $65K | Buy |
+733
| New | +$65K | 0.02% | 312 |
|
|
2020
Q2 | $38K | Buy |
723
+4
| +0.6% | +$210 | 0.01% | 341 |
|
|
2020
Q1 | $36K | Buy |
719
+3
| +0.4% | +$150 | 0.01% | 325 |
|
|
2019
Q4 | $55K | Buy |
716
+3
| +0.4% | +$230 | 0.02% | 303 |
|
|
2019
Q3 | $53K | Buy |
713
+3
| +0.4% | +$223 | 0.02% | 311 |
|
|
2019
Q2 | $54K | Buy |
710
+3
| +0.4% | +$228 | 0.02% | 302 |
|
|
2019
Q1 | $53K | Buy |
707
+2
| +0.3% | +$150 | 0.02% | 288 |
|
|
2018
Q4 | $46K | Buy |
705
+3
| +0.4% | +$196 | 0.02% | 287 |
|
|
2018
Q3 | $58K | Buy |
702
+2
| +0.3% | +$165 | 0.03% | 276 |
|
|
2018
Q2 | $54K | Hold |
700
| – | – | 0.03% | 271 |
|
|
2018
Q1 | $52K | Hold |
700
| – | – | 0.03% | 261 |
|
|
2017
Q4 | $56K | Buy |
+700
| New | +$56K | 0.04% | 217 |
|