Dubuque Bank & Trust’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-45
| Closed | -$3K | – | 217 |
|
|
2019
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 607 |
|
|
2018
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 546 |
|
|
2018
Q3 | $4K | Sell |
45
-134
| -75% | -$11.9K | ﹤0.01% | 519 |
|
|
2018
Q2 | $13K | Hold |
179
| – | – | ﹤0.01% | 436 |
|
|
2018
Q1 | $13K | Hold |
179
| – | – | ﹤0.01% | 464 |
|
|
2017
Q4 | $15K | Hold |
179
| – | – | ﹤0.01% | 462 |
|
|
2017
Q3 | $13K | Buy |
179
+49
| +38% | +$3.56K | ﹤0.01% | 451 |
|
|
2017
Q2 | $10K | Buy |
130
+45
| +53% | +$3.46K | ﹤0.01% | 462 |
|
|
2017
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 525 |
|
|
2016
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 464 |
|
|
2016
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 441 |
|
|
2016
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 483 |
|
|
2016
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 528 |
|
|
2015
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 615 |
|
|
2015
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 497 |
|
|
2015
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 534 |
|
|
2015
Q1 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 507 |
|