Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$66K | – | 318 |
|
|
2016
Q3 | $66K | Hold |
1,000
| – | – | 0.02% | 365 |
|
|
2016
Q2 | $63K | Buy |
1,000
+776
| +346% | +$48.9K | 0.02% | 365 |
|
|
2016
Q1 | $14K | Hold |
224
| – | – | 0.01% | 624 |
|
|
2015
Q4 | $13K | Hold |
224
| – | – | 0.01% | 694 |
|
|
2015
Q3 | $12K | Sell |
224
-44
| -16% | -$2.36K | 0.01% | 713 |
|
|
2015
Q2 | $16K | Sell |
268
-193
| -42% | -$11.5K | 0.01% | 662 |
|
|
2015
Q1 | $27K | Buy |
+461
| New | +$27K | 0.01% | 500 |
|