LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $94K | Hold |
1,613
| – | – | 0.04% | 186 |
|
|
2020
Q2 | $86K | Hold |
1,613
| – | – | 0.04% | 193 |
|
|
2020
Q1 | $81K | Hold |
1,613
| – | – | 0.04% | 182 |
|
|
2019
Q4 | $125K | Hold |
1,613
| – | – | 0.06% | 166 |
|
|
2019
Q3 | $119K | Hold |
1,613
| – | – | 0.06% | 164 |
|
|
2019
Q2 | $122K | Hold |
1,613
| – | – | 0.06% | 161 |
|
|
2019
Q1 | $121K | Hold |
1,613
| – | – | 0.06% | 168 |
|
|
2018
Q4 | $105K | Sell |
1,613
-1,400
| -46% | -$91.1K | 0.07% | 170 |
|
|
2018
Q3 | $249K | Hold |
3,013
| – | – | 0.13% | 109 |
|
|
2018
Q2 | $233K | Hold |
3,013
| – | – | 0.13% | 110 |
|
|
2018
Q1 | $228K | Hold |
3,013
| – | – | 0.13% | 104 |
|
|
2017
Q4 | $228K | Hold |
3,013
| – | – | 0.15% | 102 |
|
|
2017
Q3 | $228K | Sell |
3,013
-475
| -14% | -$35.9K | 0.15% | 102 |
|
|
2017
Q2 | $256K | Hold |
3,488
| – | – | 0.18% | 96 |
|
|
2017
Q1 | $261K | Hold |
3,488
| – | – | 0.18% | 95 |
|
|
2016
Q4 | $251K | Hold |
3,488
| – | – | 0.18% | 102 |
|
|
2016
Q3 | $229K | Buy |
3,488
+61
| +2% | +$4.01K | 0.16% | 102 |
|
|
2016
Q2 | $217K | Buy |
+3,427
| New | +$217K | 0.15% | 95 |
|
|
2015
Q3 | – | Sell |
-4,412
| Closed | -$262K | – | 89 |
|
|
2015
Q2 | $262K | Buy |
4,412
+388
| +10% | +$23K | 0.18% | 80 |
|
|
2015
Q1 | $241K | Sell |
4,024
-1,414
| -26% | -$84.7K | 0.16% | 68 |
|
|
2014
Q4 | $385K | Buy |
5,438
+1,728
| +47% | +$122K | 0.26% | 47 |
|
|
2014
Q3 | $273K | Hold |
3,710
| – | – | 0.23% | 54 |
|
|
2014
Q2 | $273K | Hold |
3,710
| – | – | 0.19% | 51 |
|
|
2014
Q1 | $249K | Buy |
3,710
+475
| +15% | +$31.9K | 0.2% | 51 |
|
|
2013
Q4 | $216K | Buy |
3,235
+500
| +18% | +$33.4K | 0.15% | 54 |
|
|
2013
Q3 | $183K | Buy |
2,735
+2,606
| +2,020% | +$174K | 0.15% | 49 |
|
|
2013
Q2 | $7K | Buy |
+129
| New | +$7K | 0.01% | 127 |
|