Hoertkorn Richard Charles’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 |
-394
| Closed | -$26K | – | 86 |
|
2018
Q4 | $26K | Hold |
394
| – | – | 0.02% | 69 |
|
2018
Q3 | $32K | Hold |
394
| – | – | 0.02% | 71 |
|
2018
Q2 | $30K | Hold |
394
| – | – | 0.02% | 70 |
|
2018
Q1 | $30K | Hold |
394
| – | – | 0.02% | 72 |
|
2017
Q4 | $32K | Hold |
394
| – | – | 0.02% | 72 |
|
2017
Q3 | $30K | Hold |
394
| – | – | 0.02% | 72 |
|
2017
Q2 | $29K | Hold |
394
| – | – | 0.02% | 71 |
|
2017
Q1 | $29K | Hold |
394
| – | – | 0.02% | 71 |
|
2016
Q4 | $28K | Hold |
394
| – | – | 0.02% | 74 |
|
2016
Q3 | $26K | Hold |
394
| – | – | 0.02% | 76 |
|
2016
Q2 | $25K | Hold |
394
| – | – | 0.02% | 78 |
|
2016
Q1 | $24K | Hold |
394
| – | – | 0.02% | 79 |
|
2015
Q4 | $22K | Hold |
394
| – | – | 0.02% | 84 |
|
2015
Q3 | $21K | Hold |
394
| – | – | 0.02% | 82 |
|
2015
Q2 | $23K | Hold |
394
| – | – | 0.02% | 77 |
|
2015
Q1 | $24K | Hold |
394
| – | – | 0.02% | 78 |
|
2014
Q4 | $28K | Hold |
394
| – | – | 0.02% | 76 |
|
2014
Q3 | $29K | Hold |
394
| – | – | 0.02% | 70 |
|
2014
Q2 | $29K | Hold |
394
| – | – | 0.02% | 74 |
|
2014
Q1 | $26K | Hold |
394
| – | – | 0.02% | 72 |
|
2013
Q4 | $26K | Buy |
+394
| New | +$26K | 0.02% | 74 |
|