Chicago Partners Investment Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,940
| Closed | -$219K | – | 396 |
|
|
2018
Q3 | $219K | Buy |
2,940
+368
| +14% | +$27.4K | 0.03% | 282 |
|
|
2018
Q2 | $199K | Buy |
2,572
+2,312
| +889% | +$179K | 0.03% | 276 |
|
|
2018
Q1 | $20K | Hold |
260
| – | – | ﹤0.01% | 628 |
|
|
2017
Q4 | $21K | Sell |
260
-205
| -44% | -$16.6K | ﹤0.01% | 601 |
|
|
2017
Q3 | $35K | Sell |
465
-386
| -45% | -$29.1K | 0.01% | 493 |
|
|
2017
Q2 | $62K | Buy |
+851
| New | +$62K | 0.02% | 349 |
|