GWM
Graybill Wealth Management’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-31,085
| Closed | -$2.35M | – | 48 |
|
|
2017
Q3 | $2.35M | Sell |
31,085
-200
| -0.6% | -$15.1K | 1.74% | 35 |
|
|
2017
Q2 | $2.3M | Buy |
31,285
+255
| +0.8% | +$18.7K | 1.82% | 33 |
|
|
2017
Q1 | $2.32M | Buy |
31,030
+150
| +0.5% | +$11.2K | 1.84% | 34 |
|
|
2016
Q4 | $2.22M | Buy |
30,880
+915
| +3% | +$65.8K | 1.89% | 30 |
|
|
2016
Q3 | $1.97M | Sell |
29,965
-620
| -2% | -$40.7K | 1.83% | 32 |
|
|
2016
Q2 | $1.94M | Sell |
30,585
-745
| -2% | -$47.2K | 1.79% | 35 |
|
|
2016
Q1 | $1.9M | Sell |
31,330
-95
| -0.3% | -$5.76K | 1.72% | 35 |
|
|
2015
Q4 | $1.77M | Sell |
31,425
-705
| -2% | -$39.8K | 1.53% | 39 |
|
|
2015
Q3 | $1.75M | Buy |
32,130
+380
| +1% | +$20.7K | 1.44% | 41 |
|
|
2015
Q2 | $1.88M | Buy |
31,750
+65
| +0.2% | +$3.85K | 1.39% | 42 |
|
|
2015
Q1 | $1.9M | Buy |
+31,685
| New | +$1.9M | 1.43% | 42 |
|