Harbor Investment Advisory’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
Q1 | – | Sell |
-17
| Closed | -$1K | – | 1255 |
|
|
2020
Q4 | $1K | Sell |
17
-18
| -51% | -$1.06K | ﹤0.01% | 1139 |
|
|
2020
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 966 |
|
|
2020
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 924 |
|
|
2019
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 734 |
|