Lombard Odier & Cie (Canada)’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $416K | Sell |
6,352
-248
| -4% | -$16.2K | 1.18% | 27 |
|
|
2016
Q2 | $416K | Hold |
6,600
| – | – | 1.45% | 27 |
|
|
2016
Q1 | $402K | Hold |
6,600
| – | – | 1.07% | 32 |
|
|
2015
Q4 | $371K | Buy |
6,600
+2,000
| +43% | +$112K | 0.95% | 34 |
|
|
2015
Q3 | $250K | Sell |
4,600
-2,800
| -38% | -$152K | 0.67% | 39 |
|
|
2015
Q2 | $438K | Sell |
7,400
-600
| -8% | -$35.5K | 0.95% | 33 |
|
|
2015
Q1 | $480K | Hold |
8,000
| – | – | 0.75% | 40 |
|
|
2014
Q4 | $568K | Hold |
8,000
| – | – | 0.81% | 34 |
|
|
2014
Q3 | $590K | Hold |
8,000
| – | – | 0.38% | 56 |
|
|
2014
Q2 | $590K | Hold |
8,000
| – | – | 0.38% | 60 |
|
|
2014
Q1 | $536K | Hold |
8,000
| – | – | 0.41% | 54 |
|
|
2013
Q4 | $533K | Buy |
+8,000
| New | +$533K | 0.52% | 41 |
|