Jefferies Group’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
Q1 | – | Sell |
-33,662
| Closed | -$2.61M | – | 1178 |
|
2019
Q4 | $2.61M | Buy |
33,662
+15,747
| +88% | +$1.22M | 0.02% | 440 |
|
2019
Q3 | $1.32M | Sell |
17,915
-70,728
| -80% | -$5.22M | 0.01% | 687 |
|
2019
Q2 | $6.69M | Buy |
88,643
+59,651
| +206% | +$4.5M | 0.05% | 113 |
|
2019
Q1 | $2.17M | Sell |
28,992
-7,687
| -21% | -$575K | 0.02% | 438 |
|
2018
Q4 | $2.4M | Sell |
36,679
-3,575
| -9% | -$234K | 0.02% | 344 |
|
2018
Q3 | $3.32M | Buy |
40,254
+19,704
| +96% | +$1.63M | 0.02% | 325 |
|
2018
Q2 | $1.59M | Buy |
20,550
+14,066
| +217% | +$1.09M | 0.01% | 509 |
|
2018
Q1 | $490K | Buy |
+6,484
| New | +$490K | ﹤0.01% | 904 |
|
2017
Q4 | – | Sell |
-27,219
| Closed | -$1.66M | – | 1679 |
|
2017
Q3 | $1.66M | Buy |
+27,219
| New | +$1.66M | 0.01% | 517 |
|
2017
Q2 | – | Sell |
-6,744
| Closed | -$427K | – | 1459 |
|
2017
Q1 | $427K | Buy |
+6,744
| New | +$427K | ﹤0.01% | 980 |
|
2015
Q4 | – | Sell |
-8,273
| Closed | -$451K | – | 1317 |
|
2015
Q3 | $451K | Buy |
+8,273
| New | +$451K | ﹤0.01% | 787 |
|
2013
Q3 | – | Sell |
-6,214
| Closed | -$361K | – | 1240 |
|
2013
Q2 | $361K | Buy |
+6,214
| New | +$361K | ﹤0.01% | 656 |
|