McAdams Wright Ragen’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.02M | Buy |
81,796
+4,675
| +6% | +$344K | 0.34% | 75 |
|
|
2014
Q2 | $5.68M | Buy |
77,121
+1,258
| +2% | +$92.6K | 0.32% | 74 |
|
|
2014
Q1 | $5.08M | Buy |
75,863
+325
| +0.4% | +$21.8K | 0.32% | 75 |
|
|
2013
Q4 | $5.04M | Buy |
75,538
+200
| +0.3% | +$13.3K | 0.33% | 80 |
|
|
2013
Q3 | $5.03M | Sell |
75,338
-3,850
| -5% | -$257K | 0.4% | 72 |
|
|
2013
Q2 | $4.6M | Buy |
+79,188
| New | +$4.6M | 0.37% | 81 |
|