IHT Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,830
| Closed | -$234K | – | 479 |
|
|
2018
Q3 | $234K | Buy |
2,830
+5
| +0.2% | +$413 | 0.05% | 376 |
|
|
2018
Q2 | $218K | Hold |
2,825
| – | – | 0.06% | 365 |
|
|
2018
Q1 | $211K | Hold |
2,825
| – | – | 0.06% | 335 |
|
|
2017
Q4 | $231K | Hold |
2,825
| – | – | 0.06% | 327 |
|
|
2017
Q3 | $216K | Hold |
2,825
| – | – | 0.09% | 230 |
|
|
2017
Q2 | $24 | Buy |
2,825
+675
| +31% | +$6 | 0.01% | 727 |
|
|
2017
Q1 | $160K | Buy |
2,150
+600
| +39% | +$44.7K | 0.11% | 215 |
|
|
2016
Q4 | $112K | Buy |
+1,550
| New | +$112K | 0.08% | 254 |
|