Lincoln National Corp’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-12,597
| Closed | -$891K | – | 171 |
|
|
2014
Q4 | $891K | Buy |
12,597
+481
| +4% | +$34K | 0.08% | 75 |
|
|
2014
Q3 | $892K | Buy |
12,116
+972
| +9% | +$71.6K | 0.09% | 71 |
|
|
2014
Q2 | $820K | Buy |
11,144
+586
| +6% | +$43.1K | 0.08% | 73 |
|
|
2014
Q1 | $707K | Buy |
10,558
+738
| +8% | +$49.4K | 0.1% | 68 |
|
|
2013
Q4 | $656K | Buy |
+9,820
| New | +$656K | 0.1% | 67 |
|