Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-53
| Closed | -$3K | – | 832 |
|
|
2020
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 625 |
|
|
2020
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 579 |
|
|
2019
Q4 | $4K | Hold |
53
| – | – | ﹤0.01% | 610 |
|
|
2019
Q3 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 582 |
|
|
2018
Q2 | – | Sell |
-1,278
| Closed | -$97K | – | 844 |
|
|
2018
Q1 | $97K | Buy |
+1,278
| New | +$97K | 0.02% | 247 |
|