Graypoint LLC’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,363
| Closed | -$335K | – | 301 |
|
|
2021
Q3 | $335K | Hold |
3,363
| – | – | 0.04% | 208 |
|
|
2021
Q2 | $345K | Sell |
3,363
-110
| -3% | -$11.3K | 0.05% | 194 |
|
|
2021
Q1 | $310K | Sell |
3,473
-268
| -7% | -$23.9K | 0.05% | 186 |
|
|
2020
Q4 | $284K | Sell |
3,741
-1,976
| -35% | -$150K | 0.05% | 185 |
|
|
2020
Q3 | $334K | Sell |
5,717
-17,534
| -75% | -$1.02M | 0.06% | 154 |
|
|
2020
Q2 | $1.23M | Buy |
23,251
+1,893
| +9% | +$100K | 0.28% | 79 |
|
|
2020
Q1 | $1.07M | Buy |
+21,358
| New | +$1.07M | 0.3% | 75 |
|