KCM Investment Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,865
| Closed | -$265K | – | 519 |
|
|
2015
Q3 | $265K | Sell |
4,865
-700
| -13% | -$38.1K | 0.02% | 439 |
|
|
2015
Q2 | $330K | Sell |
5,565
-3,005
| -35% | -$178K | 0.03% | 409 |
|
|
2015
Q1 | $514K | Sell |
8,570
-1,800
| -17% | -$108K | 0.04% | 341 |
|
|
2014
Q4 | $733K | Sell |
10,370
-1,750
| -14% | -$124K | 0.06% | 278 |
|
|
2014
Q3 | $892K | Sell |
12,120
-500
| -4% | -$36.8K | 0.08% | 241 |
|
|
2014
Q2 | $929K | Sell |
12,620
-800
| -6% | -$58.9K | 0.09% | 236 |
|
|
2014
Q1 | $899K | Sell |
13,420
-550
| -4% | -$36.8K | 0.09% | 231 |
|
|
2013
Q4 | $931K | Buy |
13,970
+205
| +1% | +$13.7K | 0.1% | 219 |
|
|
2013
Q3 | $920K | Sell |
13,765
-750
| -5% | -$50.1K | 0.11% | 213 |
|
|
2013
Q2 | $842K | Buy |
+14,515
| New | +$842K | 0.1% | 217 |
|