Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,468
| Closed | -$1.14M | – | 381 |
|
|
2018
Q4 | $1.14M | Buy |
+17,468
| New | +$1.14M | 0.47% | 58 |
|
|
2017
Q2 | – | Sell |
-7,021
| Closed | -$525K | – | 262 |
|
|
2017
Q1 | $525K | Buy |
7,021
+3,927
| +127% | +$294K | 0.31% | 91 |
|
|
2016
Q4 | $223K | Sell |
3,094
-1,947
| -39% | -$140K | 0.14% | 347 |
|
|
2016
Q3 | $331K | Buy |
+5,041
| New | +$331K | 0.2% | 132 |
|
|
2016
Q2 | – | Sell |
-6,736
| Closed | -$409K | – | 201 |
|
|
2016
Q1 | $409K | Buy |
+6,736
| New | +$409K | 0.51% | 82 |
|
|
2015
Q3 | – | Sell |
-7,163
| Closed | -$425K | – | 225 |
|
|
2015
Q2 | $425K | Buy |
+7,163
| New | +$425K | 0.18% | 152 |
|
|
2015
Q1 | – | Sell |
-13,087
| Closed | -$1.08M | – | 229 |
|
|
2014
Q4 | $1.08M | Buy |
13,087
+10,484
| +403% | +$861K | 0.51% | 69 |
|
|
2014
Q3 | $215K | Buy |
+2,603
| New | +$215K | 0.08% | 237 |
|
|
2014
Q1 | – | Sell |
-6,137
| Closed | -$435K | – | 209 |
|
|
2013
Q4 | $435K | Buy |
+6,137
| New | +$435K | 0.26% | 108 |
|