National Planning Corporation’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,835
| Closed | -$283K | – | 692 |
|
|
2017
Q2 | $283K | Sell |
3,835
-823
| -18% | -$60.7K | 0.02% | 573 |
|
|
2017
Q1 | $347K | Sell |
4,658
-345
| -7% | -$25.7K | 0.03% | 474 |
|
|
2016
Q4 | $378K | Sell |
5,003
-159
| -3% | -$12K | 0.03% | 439 |
|
|
2016
Q3 | $328K | Buy |
5,162
+1,082
| +27% | +$68.8K | 0.03% | 461 |
|
|
2016
Q2 | $257K | Buy |
4,080
+83
| +2% | +$5.23K | 0.02% | 535 |
|
|
2016
Q1 | $249K | Sell |
3,997
-1,076
| -21% | -$67K | 0.02% | 517 |
|
|
2015
Q4 | $271K | Buy |
5,073
+454
| +10% | +$24.3K | 0.02% | 547 |
|
|
2015
Q3 | $267K | Sell |
4,619
-826
| -15% | -$47.7K | 0.02% | 488 |
|
|
2015
Q2 | $305K | Sell |
5,445
-410
| -7% | -$23K | 0.03% | 473 |
|
|
2015
Q1 | $379K | Buy |
5,855
+296
| +5% | +$19.2K | 0.03% | 426 |
|
|
2014
Q4 | $374K | Buy |
5,559
+859
| +18% | +$57.8K | 0.03% | 484 |
|
|
2014
Q3 | $342K | Sell |
4,700
-921
| -16% | -$67K | 0.03% | 520 |
|
|
2014
Q2 | $414K | Sell |
5,621
-141
| -2% | -$10.4K | 0.03% | 466 |
|
|
2014
Q1 | $387K | Buy |
5,762
+1,787
| +45% | +$120K | 0.03% | 455 |
|
|
2013
Q4 | $265K | Buy |
3,975
+424
| +12% | +$28.3K | 0.02% | 551 |
|
|
2013
Q3 | $239K | Buy |
3,551
+65
| +2% | +$4.38K | 0.02% | 543 |
|
|
2013
Q2 | $204K | Buy |
+3,486
| New | +$204K | 0.03% | 478 |
|