Enterprise Financial Services Corp (EFSC)’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-854
| Closed | -$88K | – | 499 |
|
|
2021
Q2 | $88K | Hold |
854
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $77K | Buy |
854
+46
| +6% | +$4.15K | 0.01% | 327 |
|
|
2020
Q4 | $61K | Hold |
808
| – | – | 0.01% | 344 |
|
|
2020
Q3 | $47K | Hold |
808
| – | – | 0.01% | 398 |
|
|
2020
Q2 | $43K | Sell |
808
-121
| -13% | -$6.44K | 0.01% | 407 |
|
|
2020
Q1 | $47K | Buy |
929
+91
| +11% | +$4.6K | 0.01% | 360 |
|
|
2019
Q4 | $65K | Hold |
838
| – | – | 0.01% | 368 |
|
|
2019
Q3 | $62K | Sell |
838
-69
| -8% | -$5.11K | 0.01% | 356 |
|
|
2019
Q2 | $68K | Hold |
907
| – | – | 0.01% | 360 |
|
|
2019
Q1 | $68K | Buy |
907
+115
| +15% | +$8.62K | 0.01% | 356 |
|
|
2018
Q4 | $52K | Sell |
792
-69
| -8% | -$4.53K | 0.03% | 230 |
|
|
2018
Q3 | $71K | Sell |
861
-37
| -4% | -$3.05K | 0.04% | 221 |
|
|
2018
Q2 | $69K | Buy |
898
+106
| +13% | +$8.15K | 0.04% | 234 |
|
|
2018
Q1 | $60K | Hold |
792
| – | – | 0.03% | 257 |
|
|
2017
Q4 | $63K | Hold |
792
| – | – | 0.03% | 252 |
|
|
2017
Q3 | $60K | Hold |
792
| – | – | 0.03% | 259 |
|
|
2017
Q2 | $58K | Buy |
792
+363
| +85% | +$26.6K | 0.03% | 259 |
|
|
2017
Q1 | $32K | Hold |
429
| – | – | 0.02% | 360 |
|
|
2016
Q4 | $31K | Hold |
429
| – | – | 0.02% | 347 |
|
|
2016
Q3 | $28K | Sell |
429
-6
| -1% | -$392 | 0.02% | 349 |
|
|
2016
Q2 | $28K | Buy |
435
+64
| +17% | +$4.12K | 0.02% | 332 |
|
|
2016
Q1 | $23K | Buy |
371
+172
| +86% | +$10.7K | 0.01% | 362 |
|
|
2015
Q4 | $11K | Hold |
199
| – | – | 0.01% | 541 |
|
|
2015
Q3 | $11K | Sell |
199
-21
| -10% | -$1.16K | 0.01% | 513 |
|
|
2015
Q2 | $13K | Sell |
220
-25
| -10% | -$1.48K | 0.01% | 502 |
|
|
2015
Q1 | $15K | Hold |
245
| – | – | 0.01% | 486 |
|
|
2014
Q4 | $17K | Hold |
245
| – | – | 0.01% | 467 |
|
|
2014
Q3 | $18K | Hold |
245
| – | – | 0.01% | 455 |
|
|
2014
Q2 | $18K | Hold |
245
| – | – | 0.01% | 475 |
|
|
2014
Q1 | $16K | Buy |
245
+11
| +5% | +$718 | 0.01% | 487 |
|
|
2013
Q4 | $16K | Sell |
234
-8
| -3% | -$547 | 0.01% | 451 |
|
|
2013
Q3 | $16K | Sell |
242
-29
| -11% | -$1.92K | 0.01% | 429 |
|
|
2013
Q2 | $16K | Buy |
+271
| New | +$16K | 0.01% | 364 |
|