Jacobus Wealth Management’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $476K | Hold |
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|
2017
Q2 | $462K | Hold |
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|
2017
Q1 | $470K | Hold |
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|
2016
Q4 | $452K | Hold |
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|
2016
Q3 | $412K | Hold |
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|
2016
Q2 | $399K | Sell |
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|
2016
Q1 | $1.25M | Hold |
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|
2015
Q4 | $1.17M | Hold |
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|
2015
Q3 | $1.13M | Hold |
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|
2015
Q2 | $1.23M | Sell |
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|
2015
Q1 | $1.3M | Hold |
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|
2014
Q4 | $1.53M | Hold |
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|
2014
Q3 | $1.59M | Hold |
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|
2014
Q2 | $1.59M | Hold |
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|
2014
Q1 | $1.45M | Hold |
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|
2013
Q4 | $1.44M | Buy |
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|
2013
Q3 | $420K | Hold |
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|
2013
Q2 | $365K | Buy |
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