Jacobi Capital 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
Q2 | – | Sell |
-37
| Closed | -$2K | – | 1222 |
|
|
2020
Q1 | $2K | Buy |
37
+1
| +3% | +$54 | ﹤0.01% | 947 |
|
|
2019
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 906 |
|
|
2019
Q3 | $3K | Sell |
36
-300
| -89% | -$25K | ﹤0.01% | 891 |
|
|
2019
Q2 | $25K | Buy |
336
+1
| +0.3% | +$74 | 0.01% | 560 |
|
|
2019
Q1 | $25K | Hold |
335
| – | – | 0.01% | 524 |
|
|
2018
Q4 | $22K | Buy |
335
+300
| +857% | +$19.7K | 0.01% | 514 |
|
|
2018
Q3 | $3K | Buy |
35
+1
| +3% | +$86 | ﹤0.01% | 840 |
|
|
2018
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 867 |
|
|
2018
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 848 |
|
|
2017
Q3 | – | Sell |
-150
| Closed | -$11K | – | 905 |
|
|
2017
Q2 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 546 |
|