Moloney Securities Asset Management’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
Q1 | – | Sell |
-15,321
| Closed | -$1.19M | – | 288 |
|
|
2019
Q4 | $1.19M | Buy |
15,321
+1,701
| +12% | +$132K | 0.37% | 82 |
|
|
2019
Q3 | $1M | Sell |
13,620
-19
| -0.1% | -$1.4K | 0.34% | 93 |
|
|
2019
Q2 | $1.03M | Buy |
13,639
+406
| +3% | +$30.6K | 0.34% | 85 |
|
|
2019
Q1 | $990K | Buy |
13,233
+1,568
| +13% | +$117K | 0.34% | 91 |
|
|
2018
Q4 | $762K | Buy |
11,665
+734
| +7% | +$47.9K | 0.31% | 101 |
|
|
2018
Q3 | $902K | Sell |
10,931
-174
| -2% | -$14.4K | 0.31% | 96 |
|
|
2018
Q2 | $858K | Sell |
11,105
-144
| -1% | -$11.1K | 0.33% | 96 |
|
|
2018
Q1 | $850K | Sell |
11,249
-1,007
| -8% | -$76.1K | 0.34% | 95 |
|
|
2017
Q4 | $981K | Buy |
12,256
+492
| +4% | +$39.4K | 0.41% | 78 |
|
|
2017
Q3 | $891K | Sell |
11,764
-196
| -2% | -$14.8K | 0.4% | 76 |
|
|
2017
Q2 | $878K | Sell |
11,960
-196
| -2% | -$14.4K | 0.44% | 66 |
|
|
2017
Q1 | $909K | Sell |
12,156
-188
| -2% | -$14.1K | 0.47% | 63 |
|
|
2016
Q4 | $888K | Buy |
+12,344
| New | +$888K | 0.54% | 46 |
|