Horan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-450
| Closed | -$35K | – | 96 |
|
|
2019
Q4 | $35K | Hold |
450
| – | – | 0.02% | 162 |
|
|
2019
Q3 | $33K | Buy |
+450
| New | +$33K | 0.02% | 171 |
|
|
2019
Q2 | – | Sell |
-450
| Closed | -$34K | – | 96 |
|
|
2019
Q1 | $34K | Buy |
+450
| New | +$34K | 0.02% | 159 |
|
|
2017
Q4 | – | Sell |
-450
| Closed | -$34K | – | 96 |
|
|
2017
Q3 | $34K | Buy |
+450
| New | +$34K | 0.02% | 182 |
|