L. Roy Papp & Associates’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 |
-3,150
| Closed | -$244K | – | 152 |
|
|
2019
Q4 | $244K | Hold |
3,150
| – | – | 0.04% | 158 |
|
|
2019
Q3 | $232K | Hold |
3,150
| – | – | 0.04% | 153 |
|
|
2019
Q2 | $238K | Hold |
3,150
| – | – | 0.04% | 154 |
|
|
2019
Q1 | $236K | Hold |
3,150
| – | – | 0.04% | 143 |
|
|
2018
Q4 | $206K | Hold |
3,150
| – | – | 0.04% | 140 |
|
|
2018
Q3 | $260K | Hold |
3,150
| – | – | 0.05% | 138 |
|
|
2018
Q2 | $243K | Hold |
3,150
| – | – | 0.05% | 141 |
|
|
2018
Q1 | $238K | Buy |
+3,150
| New | +$238K | 0.05% | 146 |
|
|
2014
Q1 | – | Sell |
-4,083
| Closed | -$272K | – | 134 |
|
|
2013
Q4 | $272K | Hold |
4,083
| – | – | 0.06% | 126 |
|
|
2013
Q3 | $273K | Hold |
4,083
| – | – | 0.06% | 125 |
|
|
2013
Q2 | $237K | Buy |
+4,083
| New | +$237K | 0.06% | 128 |
|