CSat Investment Advisory’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,164
| Closed | -$539K | – | 1092 |
|
|
2020
Q2 | $539K | Buy |
10,164
+579
| +6% | +$30.7K | 0.07% | 173 |
|
|
2020
Q1 | $482K | Buy |
9,585
+2,201
| +30% | +$111K | 0.1% | 145 |
|
|
2019
Q4 | $572K | Buy |
7,384
+381
| +5% | +$29.5K | 0.15% | 131 |
|
|
2019
Q3 | $516K | Buy |
7,003
+3,070
| +78% | +$226K | 0.16% | 115 |
|
|
2019
Q2 | $297K | Buy |
+3,933
| New | +$297K | 0.1% | 160 |
|