Delta Lloyd’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $6.58M | Buy |
89,531
+13,458
| +18% | +$989K | 0.18% | 132 |
|
2017
Q1 | $5.67M | Buy |
76,073
+5,323
| +8% | +$397K | 0.17% | 138 |
|
2016
Q4 | $5.08M | Buy |
70,750
+23,208
| +49% | +$1.67M | 0.16% | 142 |
|
2016
Q3 | $3.11M | Buy |
47,542
+5,776
| +14% | +$378K | 0.1% | 169 |
|
2016
Q2 | $2.64M | Hold |
41,766
| – | – | 0.09% | 178 |
|
2016
Q1 | $2.54M | Sell |
41,766
-8,081
| -16% | -$491K | 0.08% | 188 |
|
2015
Q4 | $2.8M | Hold |
49,847
| – | – | 0.1% | 163 |
|
2015
Q3 | $2.72M | Buy |
49,847
+5,085
| +11% | +$278K | 0.09% | 186 |
|
2015
Q2 | $2.65M | Buy |
44,762
+16,484
| +58% | +$977K | 0.08% | 190 |
|
2015
Q1 | $1.69M | Hold |
28,278
| – | – | 0.05% | 203 |
|
2014
Q4 | $2M | Buy |
28,278
+2,453
| +9% | +$174K | 0.06% | 183 |
|
2014
Q3 | $2.06M | Sell |
25,825
-434
| -2% | -$34.7K | 0.02% | 169 |
|
2014
Q2 | $1.93M | Buy |
26,259
+2,422
| +10% | +$178K | 0.06% | 164 |
|
2014
Q1 | $1.6M | Buy |
23,837
+2,054
| +9% | +$137K | 0.05% | 164 |
|
2013
Q4 | $1.54M | Buy |
21,783
+4,292
| +25% | +$304K | 0.05% | 168 |
|
2013
Q3 | $1.17M | Buy |
17,491
+1,389
| +9% | +$92.5K | 0.04% | 222 |
|
2013
Q2 | $934K | Buy |
+16,102
| New | +$934K | 0.04% | 230 |
|