Financial Architects (New Jersey)’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 |
-250
| Closed | -$13K | – | 326 |
|
|
2020
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 605 |
|
|
2020
Q1 | $13K | Sell |
250
-122
| -33% | -$6.34K | ﹤0.01% | 573 |
|
|
2019
Q4 | $29K | Buy |
372
+122
| +49% | +$9.51K | 0.01% | 505 |
|
|
2019
Q3 | $18K | Hold |
250
| – | – | ﹤0.01% | 601 |
|
|
2019
Q2 | $19K | Sell |
250
-135
| -35% | -$10.3K | ﹤0.01% | 630 |
|
|
2019
Q1 | $29K | Hold |
385
| – | – | ﹤0.01% | 681 |
|
|
2018
Q4 | $25K | Hold |
385
| – | – | ﹤0.01% | 664 |
|
|
2018
Q3 | $32K | Hold |
385
| – | – | 0.01% | 669 |
|
|
2018
Q2 | $30K | Hold |
385
| – | – | 0.01% | 700 |
|
|
2018
Q1 | $29K | Hold |
385
| – | – | 0.01% | 689 |
|
|
2017
Q4 | $31K | Buy |
385
+35
| +10% | +$2.82K | 0.01% | 729 |
|
|
2017
Q3 | $26K | Hold |
350
| – | – | ﹤0.01% | 802 |
|
|
2017
Q2 | $26K | Buy |
350
+250
| +250% | +$18.6K | ﹤0.01% | 785 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1055 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1041 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 830 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$6K | – | 288 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 871 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 814 |
|
|
2014
Q4 | $7K | Sell |
100
-1,825
| -95% | -$128K | ﹤0.01% | 726 |
|
|
2014
Q3 | $129K | Buy |
1,925
+1,825
| +1,825% | +$122K | 0.06% | 192 |
|
|
2014
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 696 |
|
|
2013
Q4 | – | Sell |
-53
| Closed | -$4K | – | 203 |
|
|
2013
Q3 | $4K | Sell |
53
-47
| -47% | -$3.55K | ﹤0.01% | 596 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 530 |
|