Legacy Capital Partners’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.61M | Sell |
56,053
-75
| -0.1% | -$8.85K | 2.18% | 8 |
|
|
2021
Q4 | $6.05M | Buy |
56,128
+535
| +1% | +$57.6K | 1.96% | 10 |
|
|
2021
Q3 | $5.54M | Buy |
55,593
+95
| +0.2% | +$9.47K | 2.01% | 10 |
|
|
2021
Q2 | $5.69M | Buy |
55,498
+350
| +0.6% | +$35.9K | 2.04% | 11 |
|
|
2021
Q1 | $4.92M | Sell |
55,148
-3,430
| -6% | -$306K | 1.85% | 16 |
|
|
2020
Q4 | $4.45M | Sell |
58,578
-5,409
| -8% | -$411K | 1.74% | 17 |
|
|
2020
Q3 | $3.74M | Sell |
63,987
-115
| -0.2% | -$6.72K | 1.51% | 17 |
|
|
2020
Q2 | $3.4M | Sell |
64,102
-321
| -0.5% | -$17K | 1.46% | 19 |
|
|
2020
Q1 | $3.24M | Sell |
64,423
-117
| -0.2% | -$5.88K | 1.6% | 17 |
|
|
2019
Q4 | $5M | Buy |
64,540
+275
| +0.4% | +$21.3K | 2.02% | 10 |
|
|
2019
Q3 | $4.74M | Sell |
64,265
-1,053
| -2% | -$77.7K | 2.08% | 11 |
|
|
2019
Q2 | $4.93M | Sell |
65,318
-595
| -0.9% | -$44.9K | 2.19% | 10 |
|
|
2019
Q1 | $4.93M | Sell |
65,913
-655
| -1% | -$49K | 2.3% | 9 |
|
|
2018
Q4 | $4.35M | Buy |
66,568
+415
| +0.6% | +$27.1K | 2.3% | 9 |
|
|
2018
Q3 | $5.46M | Sell |
66,153
-1,134
| -2% | -$93.6K | 2.52% | 7 |
|
|
2018
Q2 | $5.2M | Buy |
67,287
+650
| +1% | +$50.2K | 2.55% | 6 |
|
|
2018
Q1 | $5.04M | Sell |
66,637
-310
| -0.5% | -$23.4K | 2.52% | 8 |
|
|
2017
Q4 | $5.36M | Sell |
66,947
-300
| -0.4% | -$24K | 2.65% | 6 |
|
|
2017
Q3 | $5.09M | Buy |
67,247
+300
| +0.4% | +$22.7K | 2.68% | 5 |
|
|
2017
Q2 | $4.92M | Sell |
66,947
-1,353
| -2% | -$99.4K | 2.66% | 3 |
|
|
2017
Q1 | $5.11M | Buy |
68,300
+1,520
| +2% | +$114K | 2.86% | 4 |
|
|
2016
Q4 | $4.8M | Buy |
66,780
+1,263
| +2% | +$90.8K | 2.91% | 3 |
|
|
2016
Q3 | $4.3M | Buy |
65,517
+1,030
| +2% | +$67.5K | 2.7% | 6 |
|
|
2016
Q2 | $4.09M | Sell |
64,487
-1,140
| -2% | -$72.3K | 2.54% | 7 |
|
|
2016
Q1 | $3.98M | Buy |
65,627
+750
| +1% | +$45.5K | 2.57% | 9 |
|
|
2015
Q4 | $3.66M | Buy |
64,877
+627
| +1% | +$35.4K | 2.35% | 10 |
|
|
2015
Q3 | $3.51M | Buy |
64,250
+3,500
| +6% | +$191K | 2.38% | 10 |
|
|
2015
Q2 | $3.6M | Sell |
60,750
-2,216
| -4% | -$131K | 2.34% | 9 |
|
|
2015
Q1 | $3.78M | Buy |
62,966
+1,225
| +2% | +$73.5K | 2.41% | 8 |
|
|
2014
Q4 | $4.37M | Buy |
61,741
+1,810
| +3% | +$128K | 2.79% | 4 |
|
|
2014
Q3 | $4.41M | Buy |
59,931
+3,000
| +5% | +$221K | 2.93% | 3 |
|
|
2014
Q2 | $4.19M | Sell |
56,931
-1,000
| -2% | -$73.6K | 2.72% | 4 |
|
|
2014
Q1 | $3.88M | Sell |
57,931
-1,250
| -2% | -$83.8K | 2.75% | 7 |
|
|
2013
Q4 | $3.95M | Buy |
59,181
+2,310
| +4% | +$154K | 2.8% | 4 |
|
|
2013
Q3 | $3.8M | Buy |
56,871
+2,100
| +4% | +$140K | 2.83% | 6 |
|
|
2013
Q2 | $3.18M | Buy |
+54,771
| New | +$3.18M | 2.43% | 12 |
|