EWM
Evercore Wealth Management’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-82
| Closed | -$7K | – | 402 |
|
|
2017
Q4 | $7K | Hold |
82
| – | – | ﹤0.01% | 824 |
|
|
2017
Q3 | $6K | Sell |
82
-39
| -32% | -$2.85K | ﹤0.01% | 826 |
|
|
2017
Q2 | $9K | Sell |
121
-119
| -50% | -$8.85K | ﹤0.01% | 829 |
|
|
2017
Q1 | $18K | Hold |
240
| – | – | ﹤0.01% | 765 |
|
|
2016
Q4 | $17K | Buy |
240
+201
| +515% | +$14.2K | ﹤0.01% | 767 |
|
|
2016
Q3 | $3K | Sell |
39
-116
| -75% | -$8.92K | ﹤0.01% | 974 |
|
|
2016
Q2 | $10K | Hold |
155
| – | – | ﹤0.01% | 848 |
|
|
2016
Q1 | $9K | Hold |
155
| – | – | ﹤0.01% | 812 |
|
|
2015
Q4 | $9K | Sell |
155
-195
| -56% | -$11.3K | ﹤0.01% | 861 |
|
|
2015
Q3 | $19K | Hold |
350
| – | – | ﹤0.01% | 750 |
|
|
2015
Q2 | $20K | Sell |
350
-198
| -36% | -$11.3K | ﹤0.01% | 790 |
|
|
2015
Q1 | $34K | Buy |
548
+210
| +62% | +$13K | ﹤0.01% | 678 |
|
|
2014
Q4 | $24K | Hold |
338
| – | – | ﹤0.01% | 644 |
|
|
2014
Q3 | $25K | Buy |
338
+96
| +40% | +$7.1K | ﹤0.01% | 703 |
|
|
2014
Q2 | $18K | Buy |
+242
| New | +$18K | ﹤0.01% | 756 |
|
|
2013
Q4 | – | Sell |
-63
| Closed | -$4K | – | 859 |
|
|
2013
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 875 |
|