MSI Financial Services’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
Q4 | $1.66M | Sell |
23,023
-33,862
| -60% | -$2.44M | 0.05% | 305 |
|
|
2016
Q3 | $3.73M | Sell |
56,885
-11
| -0% | -$721 | 0.13% | 171 |
|
|
2016
Q2 | $3.61M | Buy |
56,896
+13,458
| +31% | +$853K | 0.13% | 168 |
|
|
2016
Q1 | $2.64M | Buy |
43,438
+20,605
| +90% | +$1.25M | 0.11% | 196 |
|
|
2015
Q4 | $1.29M | Buy |
22,833
+7,045
| +45% | +$397K | 0.06% | 308 |
|
|
2015
Q3 | $861K | Sell |
15,788
-654
| -4% | -$35.7K | 0.07% | 280 |
|
|
2015
Q2 | $975K | Buy |
16,442
+4,357
| +36% | +$258K | 0.07% | 294 |
|
|
2015
Q1 | $725K | Buy |
12,085
+11,070
| +1,091% | +$664K | 0.05% | 381 |
|
|
2014
Q4 | $72K | Sell |
1,015
-896
| -47% | -$63.6K | 0.01% | 929 |
|
|
2014
Q3 | $141K | Buy |
1,911
+501
| +36% | +$37K | 0.02% | 696 |
|
|
2014
Q2 | $104K | Buy |
1,410
+303
| +27% | +$22.3K | 0.01% | 788 |
|
|
2014
Q1 | $74K | Buy |
1,107
+1,077
| +3,590% | +$72K | 0.01% | 869 |
|
|
2013
Q4 | $2K | Sell |
30
-22
| -42% | -$1.47K | ﹤0.01% | 2235 |
|
|
2013
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 1832 |
|
|
2013
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 1966 |
|