Farmers & Merchants Investments Inc’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-143
| Closed | -$14K | – | 1570 |
|
|
2022
Q2 | $14K | Hold |
143
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $17K | Sell |
143
-21
| -13% | -$2.5K | ﹤0.01% | 607 |
|
|
2021
Q4 | $18K | Hold |
164
| – | – | ﹤0.01% | 605 |
|
|
2021
Q3 | $16K | Hold |
164
| – | – | ﹤0.01% | 599 |
|
|
2021
Q2 | $17K | Sell |
164
-25
| -13% | -$2.59K | ﹤0.01% | 509 |
|
|
2021
Q1 | $17K | Buy |
189
+51
| +37% | +$4.59K | ﹤0.01% | 494 |
|
|
2020
Q4 | $10K | Buy |
138
+29
| +27% | +$2.1K | ﹤0.01% | 589 |
|
|
2020
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 674 |
|
|
2020
Q2 | $6K | Hold |
109
| – | – | ﹤0.01% | 659 |
|
|
2020
Q1 | $5K | Hold |
109
| – | – | ﹤0.01% | 641 |
|
|
2019
Q4 | $8K | Hold |
109
| – | – | ﹤0.01% | 631 |
|
|
2019
Q3 | $8K | Hold |
109
| – | – | ﹤0.01% | 604 |
|
|
2019
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 606 |
|
|
2019
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 585 |
|
|
2018
Q4 | $7K | Hold |
109
| – | – | ﹤0.01% | 541 |
|
|
2018
Q3 | $9K | Hold |
109
| – | – | ﹤0.01% | 554 |
|
|
2018
Q2 | $8K | Sell |
109
-41
| -27% | -$3.01K | ﹤0.01% | 579 |
|
|
2018
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 505 |
|
|
2017
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 495 |
|
|
2017
Q3 | $11K | Sell |
150
-150
| -50% | -$11K | ﹤0.01% | 494 |
|
|
2017
Q2 | $22K | Sell |
300
-27
| -8% | -$1.98K | ﹤0.01% | 425 |
|
|
2017
Q1 | $24K | Buy |
327
+129
| +65% | +$9.47K | ﹤0.01% | 382 |
|
|
2016
Q4 | $14K | Hold |
198
| – | – | ﹤0.01% | 470 |
|
|
2016
Q3 | $13K | Buy |
198
+3
| +2% | +$197 | ﹤0.01% | 426 |
|
|
2016
Q2 | $12K | Hold |
195
| – | – | ﹤0.01% | 423 |
|
|
2016
Q1 | $12K | Buy |
195
+98
| +101% | +$6.03K | ﹤0.01% | 432 |
|
|
2015
Q4 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 567 |
|