Kistler-Tiffany Companies’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
Q4 | – | Sell |
-549
| Closed | -$42K | – | 557 |
|
|
2017
Q3 | $42K | Hold |
549
| – | – | 0.02% | 292 |
|
|
2017
Q2 | $40K | Hold |
549
| – | – | 0.02% | 280 |
|
|
2017
Q1 | $41K | Hold |
549
| – | – | 0.02% | 267 |
|
|
2016
Q4 | $39K | Sell |
549
-1,215
| -69% | -$86.3K | 0.02% | 275 |
|
|
2016
Q3 | $116K | Hold |
1,764
| – | – | 0.06% | 170 |
|
|
2016
Q2 | $112K | Hold |
1,764
| – | – | 0.06% | 168 |
|
|
2016
Q1 | $107K | Hold |
1,764
| – | – | 0.06% | 172 |
|
|
2015
Q4 | $100K | Sell |
1,764
-355
| -17% | -$20.1K | 0.06% | 195 |
|
|
2015
Q3 | $116K | Hold |
2,119
| – | – | 0.07% | 172 |
|
|
2015
Q2 | $126K | Hold |
2,119
| – | – | 0.08% | 164 |
|
|
2015
Q1 | $127K | Hold |
2,119
| – | – | 0.08% | 149 |
|
|
2014
Q4 | $150K | Buy |
+2,119
| New | +$150K | 0.1% | 129 |
|
|
2014
Q3 | – | Sell |
-2,119
| Closed | -$156K | – | 615 |
|
|
2014
Q2 | $156K | Hold |
2,119
| – | – | 0.11% | 121 |
|
|
2014
Q1 | $142K | Hold |
2,119
| – | – | 0.11% | 123 |
|
|
2013
Q4 | $141K | Hold |
2,119
| – | – | 0.11% | 120 |
|
|
2013
Q3 | $142K | Hold |
2,119
| – | – | 0.11% | 119 |
|
|
2013
Q2 | $123K | Buy |
+2,119
| New | +$123K | 0.11% | 126 |
|