Ellis Investment Partners’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 |
-240
| Closed | -$12K | – | 725 |
|
|
2020
Q2 | $12K | Buy |
240
+4
| +2% | +$200 | ﹤0.01% | 515 |
|
|
2020
Q1 | $11K | Buy |
236
+3
| +1% | +$140 | 0.01% | 468 |
|
|
2019
Q4 | $18K | Sell |
233
-226
| -49% | -$17.5K | 0.01% | 444 |
|
|
2019
Q3 | $33K | Buy |
459
+4
| +0.9% | +$288 | 0.01% | 391 |
|
|
2019
Q2 | $34K | Buy |
+455
| New | +$34K | 0.01% | 371 |
|