Joel Isaacson & Co’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100
| Closed | -$7K | – | 219 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 575 |
|
|
2016
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 627 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 599 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 624 |
|
|
2015
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 643 |
|