Fort Washington Investment Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,891
| Closed | -$346K | – | 428 |
|
|
2014
Q4 | $346K | Hold |
4,891
| – | – | 0.01% | 372 |
|
|
2014
Q3 | $360K | Hold |
4,891
| – | – | 0.01% | 374 |
|
|
2014
Q2 | $360K | Buy |
4,891
+585
| +14% | +$43.1K | 0.01% | 382 |
|
|
2014
Q1 | $289K | Hold |
4,306
| – | – | 0.01% | 392 |
|
|
2013
Q4 | $287K | Hold |
4,306
| – | – | 0.01% | 442 |
|
|
2013
Q3 | $288K | Sell |
4,306
-921
| -18% | -$61.6K | 0.01% | 402 |
|
|
2013
Q2 | $303K | Buy |
+5,227
| New | +$303K | 0.01% | 387 |
|