FNBOMD
First National Bank of Mount Dora’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-63,081
| Closed | -$4.72M | – | 92 |
|
|
2019
Q1 | $4.72M | Sell |
63,081
-2,715
| -4% | -$203K | 2.08% | 14 |
|
|
2018
Q4 | $4.3M | Buy |
65,796
+705
| +1% | +$46.1K | 2.14% | 18 |
|
|
2018
Q3 | $5.37M | Buy |
65,091
+6,200
| +11% | +$512K | 2.31% | 12 |
|
|
2018
Q2 | $4.55M | Buy |
58,891
+365
| +0.6% | +$28.2K | 2.04% | 19 |
|
|
2018
Q1 | $4.42M | Sell |
58,526
-15,605
| -21% | -$1.18M | 2.03% | 15 |
|
|
2017
Q4 | $5.93M | Buy |
74,131
+680
| +0.9% | +$54.4K | 2.61% | 10 |
|
|
2017
Q3 | $5.56M | Buy |
73,451
+2,395
| +3% | +$181K | 2.74% | 8 |
|
|
2017
Q2 | $5.22M | Buy |
71,056
+11,600
| +20% | +$852K | 2.71% | 7 |
|
|
2017
Q1 | $4.45M | Buy |
59,456
+6,225
| +12% | +$465K | 2.39% | 12 |
|
|
2016
Q4 | $3.83M | Buy |
53,231
+3,230
| +6% | +$232K | 2.27% | 15 |
|
|
2016
Q3 | $3.28M | Sell |
50,001
-1,316
| -3% | -$86.3K | 1.84% | 22 |
|
|
2016
Q2 | $3.25M | Buy |
51,317
+1,791
| +4% | +$114K | 1.86% | 19 |
|
|
2016
Q1 | $3.01M | Buy |
49,526
+8,775
| +22% | +$532K | 1.77% | 23 |
|
|
2015
Q4 | $2.3M | Hold |
40,751
| – | – | 1.35% | 32 |
|
|
2015
Q3 | $2.22M | Sell |
40,751
-5,950
| -13% | -$325K | 1.36% | 31 |
|
|
2015
Q2 | $2.77M | Sell |
46,701
-1,295
| -3% | -$76.8K | 1.55% | 27 |
|
|
2015
Q1 | $2.88M | Buy |
47,996
+5,609
| +13% | +$336K | 1.56% | 26 |
|
|
2014
Q4 | $3M | Sell |
42,387
-6,750
| -14% | -$477K | 1.68% | 22 |
|
|
2014
Q3 | $3.62M | Buy |
49,137
+1,725
| +4% | +$127K | 2.12% | 12 |
|
|
2014
Q2 | $3.49M | Buy |
47,412
+3,000
| +7% | +$221K | 2.03% | 14 |
|
|
2014
Q1 | $2.98M | Buy |
44,412
+7,310
| +20% | +$490K | 1.81% | 15 |
|
|
2013
Q4 | $2.47M | Buy |
37,102
+925
| +3% | +$61.7K | 1.61% | 20 |
|
|
2013
Q3 | $2.42M | Sell |
36,177
-4,710
| -12% | -$315K | 1.77% | 16 |
|
|
2013
Q2 | $2.37M | Buy |
+40,887
| New | +$2.37M | 1.76% | 15 |
|