Kerntke Otto McGlone Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,536
| Closed | -$363K | – | 47 |
|
|
2021
Q2 | $363K | Buy |
3,536
+5
| +0.1% | +$513 | 0.14% | 98 |
|
|
2021
Q1 | $315K | Buy |
3,531
+6
| +0.2% | +$535 | 0.17% | 99 |
|
|
2020
Q4 | $268K | Buy |
3,525
+6
| +0.2% | +$456 | 0.16% | 99 |
|
|
2020
Q3 | $206K | Buy |
+3,519
| New | +$206K | 0.15% | 100 |
|
|
2020
Q1 | – | Sell |
-3,498
| Closed | -$271K | – | 94 |
|
|
2019
Q4 | $271K | Buy |
+3,498
| New | +$271K | 0.23% | 83 |
|