Lee Financial’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-100
| Closed | -$7K | – | 501 |
|
|
2019
Q3 | $7K | Sell |
100
-100
| -50% | -$7K | ﹤0.01% | 393 |
|
|
2019
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 291 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 282 |
|
|
2018
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 252 |
|
|
2018
Q3 | $17K | Sell |
200
-2,100
| -91% | -$179K | ﹤0.01% | 264 |
|
|
2018
Q2 | $177K | Hold |
2,300
| – | – | 0.04% | 170 |
|
|
2018
Q1 | $174K | Buy |
2,300
+2,100
| +1,050% | +$159K | 0.04% | 164 |
|
|
2017
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 274 |
|
|
2017
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 271 |
|
|
2017
Q2 | $15K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2017
Q1 | $15K | Hold |
200
| – | – | 0.01% | 235 |
|
|
2016
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 249 |
|